The Holter Financial Group |
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Contact Us1101 N Market St Ste 100 Office: 414-271-3242 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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Client CenterIf you are looking for help managing financial risk and achieving financial security in today’s complex world, the first stop is The Holter Financial Group's Client Relations Center. Establishing and maintaining quality relationships with our clients is important to us. Our Client Relations Center will familiarize you with our organization and introduce you to a financial representative who can provide you with customized financial solutions tailored to your individual needs. Currently, there are seven Financial Representatives in our Client Relations Center. Meet the Team Adam Keller - located in our New Berlin office Dan Krivos - loacted in our New Berlin office Scott Mila - located in our Waukesha office Sherri Mitchell - located in our Downtown Milwaukee office Melissa Petersen - located in our Downtown Milwaukee office Jason Seyfert - located in our Northwest Milwaukee office We appreciate your business, and look forward to serving your insurance and investment needs in the future.
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