Selling appreciated real estate?
Whether you're selling a home or an investment property, our team of tax experts and legal professionals can help. |
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Financial News
Read Bambi's latest article "New Rules for Roth IRA Conversions"
Read or download this important article on upcoming new rules for Roth IRA's.
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IRA Rollover Specialists
Everything you need to know about IRA rollovers. |
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Bambi Holzer Financial Group - Investments and financial planning services for individuals, families, corporations, and foundations.
Securities offered through Newport Coast Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Newport Coast Securities a Registered Investment Advisor, dba Newport Coast Asset Management. Newport Coast Securities may not accept any orders or instructions to buy or sell securities of any kind by email. All such instructions and orders must be placed by telephone or in person with your Account Executive. The information contained on this website is based on information available and believed to be accurate at the time it was prepared. It reflects the opinions and beliefs of the website owner and not necessarily those of Newport Coast Securities.
Bambi Holzer is a registered representative with Newport Coast Securities, Inc., a Broker/Dealer and a member of FINRA/SIPC. This website, www.BambiHolzer.com, is for informational purposes only and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Specific recommendations can only be made upon request of the client after a full review of their suitability has been conducted by the investment representative. Past performance is not a guarantee of future results. The content herein is not produced by Newport Coast Securities. While the information contained on this website has been provided by sources which are believed to be reliable and accurate to the best knowledge of Newport Coast Securities, NCS does not guaranty its accuracy.
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