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About
I’m Jeffery Holmes—Certified Financial Planner™, MBA, and founder of Investream Advisory. I work with professionals, creatives, and families who are ready to stop guessing and start growing. From investments to insurance to real estate, I help you build a plan that actually aligns with your goals—not just your income bracket.
If you’ve been thinking about your next financial move, don’t keep it on your to-do list. Let’s talk.
Just reply to this email or click here to schedule a 15-minute strategy session.
Content Disclosure
Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Readers are cautioned to consult their own tax and investment professionals with regard to their specific situations.