ABOUT US
Saving Smart Taxpayers Money Since 1970
Just like the thousands of individuals and small businesses we’ve been privileged to partner with since 1970, we gathered the courage to see beyond our humble beginnings to forge a brighter future. Like you, we believe in pushing boundaries.
More than 50 years later, a time-tested team stands laser-focused on understanding and anticipating your unique financial needs to curate spectacular opportunities.
Our loyal clients are the thrill-seekers, the hard workers, and the go-getters.
They know total financial independence is within reach through access to the right tools and a personalized strategy-crafted by strong industry experts.
We look forward to welcoming you to the fold of forward-thinkers.
BRAGGING RIGHTS
OUR HISTORY
1970
A loyal following of thousands of satisfied clients who expect a superior level of financial service and advice provide us with new business referrals each year. We proudly maintain some of the highest customer retention rates in the industry.
1989
We expand our vision and open our second Brooklyn location, with Queens following in 1995.
1989
We expand our vision and open our second Brooklyn location, with Queens following in 1995.
2010
In response to a sea-change developing in the next generation of go-getters, we incorporate cutting-edge technology, a comprehensive suite of tools, and carefully select niche experts to join the team. The Holtz Group–a rare kind of full-service financial advisory–is born with the opening of our Manhattan location.
2015
Our current Manhattan location at 475 Park Ave South opens for a loyal following of thousands of satisfied clients who expect a superior level of financial service and advice provide us with new business referrals each year. We proudly maintain some of the highest customer retention rates in the industry
2015
Our current Manhattan location at 475 Park Ave South opens for a loyal following of thousands of satisfied clients who expect a superior level of financial service and advice provide us with new business referrals each year. We proudly maintain some of the highest customer retention rates in the industry
Today
We’re re determined to make this the best year ever by continuing to provide stellar service to you