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HoLo: The Physician's Financial Specialist HoLo Helps Plan What Can a Million Dollars Buy You? Events on Wall Street 16 Wall Street Cliches in 60 Seconds It Was the Best of Times, It Was the Worst of Times


The resources of a large firm, with the personal attention of a small practice.

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At Hollander & Lone, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, objective advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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Retirement Plan Services

We help create a fiduciary level of confidence towards your plan sponsor duties.

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Wealth Management

We take a personal approach to your wealth management and investment advisory needs.

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Meet the HoLo    Team

Our team approach offers a range of services to provide more benefits to our clients.   

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