Holistic Financial Solutions is a dedicated financial services and accounting firm based in East Syracuse, New York, providing personalized planning and advisory services to individuals, families, and small business owners. With a client-centered approach, the firm specializes in helping clients build wealth, plan for retirement, and manage financial goals through thoughtful, customized strategies. Their team consists of experienced financial consultants and advisors who offer comprehensive financial planning, investment advice, and tax planning tailored to each client’s unique needs and life circumstances.

Recognized for their open, educational approach, Holistic Financial Solutions empowers clients to make informed financial decisions by offering clear guidance and consistent communication. The firm also supports clients through major life events, including estate planning and inheritance strategies. Their integrated approach ensures every aspect of a client’s financial life is considered to create a cohesive long-term plan. With a strong local reputation and years of experience, Holistic Financial Solutions is known for its trustworthiness, professionalism, and genuine care for each individual’s financial well-being.

Website: https://holisticfinancial.com

Key Services:

– Comprehensive financial planning for individuals and families
– Retirement income planning
– Investment strategy and portfolio management
– Tax-efficient financial planning
– Estate and legacy planning
– Risk management and insurance analysis
– Small business financial consulting
– Education savings planning