Daniel Holdridge

Financial Advisor at Savant Wealth Management - Rockford, IL, US

Daniel Holdridge's Colleagues at Savant Wealth Management
Jennifer Ingersoll

Client Service Representative

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Rick Bender

Investment Advisor Member

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Wayne B.

Managing Director and Investment Advisor

Contact Wayne B.

Molly Wallace

Client Services Representative / Office Administrator

Contact Molly Wallace

Mary Beythan

Wealth Management Associate

Contact Mary Beythan

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Daniel Holdridge's Contact Details
HQ
815-227-0300
Location
Madison, Wisconsin, United States
Company
Savant Wealth Management
Daniel Holdridge's Company Details
Savant Wealth Management logo, Savant Wealth Management contact details

Savant Wealth Management

Rockford, IL, US • 250 - 499 Employees
Financial Services

At Savant Wealth Management, we're on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we're here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.Because we know the world of financial services can be complex, we want you to have peace of mind. We make investment decisions based on the evidence, focus on keeping your costs low, and act in your best interests at all times. We are fee-only, independent, and ready to give you the individualized attention you deserve.If you're looking for a team dedicated to you and your family's success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We'd love to make a difference in your life.

Financial Services
Details about Savant Wealth Management
Frequently Asked Questions about Daniel Holdridge
Daniel Holdridge currently works for Savant Wealth Management.
Daniel Holdridge's role at Savant Wealth Management is Financial Advisor.
Daniel Holdridge's email address is ***@savantwealth.com. To view Daniel Holdridge's full email address, please signup to ConnectPlex.
Daniel Holdridge works in the Financial Services industry.
Daniel Holdridge's colleagues at Savant Wealth Management are Jennifer Ingersoll, Rick Bender, Jessica Beaman, Wayne B., Molly Wallace, Mary Beythan, David McCormick-Goodhart and others.
Daniel Holdridge's phone number is 815-227-0300
See more information about Daniel Holdridge