Dan Holdt 2017-05-30T17:49:58+00:00

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Dan Holdt

 Senior Partner

FINANCIAL CONSULTANT

TPS Financial
215 Rt 15 S.
Jefferson Twp, NJ 07885
Phone: (973) 239-8888
Cell:       (908) 296-4828
Fax:        (973) 239-8881
E-mail:  [email protected]

Professional Background

Dan, a Financial Consultant with TPS, has been providing superior financial services to his clients since 1999. He works closely with his clients to provide personalized service and financial strategies that help meet their unique needs. Dan works with a variety of individuals such as business owners, public school employees, non-profit organizations, and public municipalities providing tailored strategies that suit their needs. He earned a Bachelor’s degree in Economics from Lycoming College.

Investment Focuses

While having extensive experience in Retirement Planning, Dan has become experienced in advising his clients to help maximize their generation of Retirement Income. Dan is committed to excellent customer service for individual clients and employers. He works with his clients closely to help them achieve their financial goals. He holds his FINRA Series 7, 63 and Series 65 registrations. As an Investment Advisor Representative he is licensed in NJ, NY, PA, MD, DC, VA, NC, FL, and CO

Personal

Dan is dedicated to his family, community, his clients and business associates. Dan, his wife Allison, their four children Danny, Joey, Maddy and Anna are very active in their local community. Dan is a member of the Knights of Columbus and on the Board of Directors for the non-profit organization, Birth Haven. Dan is also an avid long distance runner.