Skip to content
Holl Financial ServicesHoll Financial Services
Make an appointment
9
may
  • Home
  • About Us
    • About Us
    • Daniel J. Holl
    • Jane Heise
    • Della Mudry
    • What Makes Us Different
    • About Raymond James
  • Our Clients
    • Our Clients
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
  • Our Difference
    • Our Difference
    • Our Process
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • Pre-meeting Data Checklist
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • Digital Account
    • WorthWhile
  • Blog
  • Newsletters
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Holl Financial Services
    2945 Shawano Ave Green Bay, WI 54313-6726 T: 920.321.0321 F: 920.321.1917
    Map and Directions Map and Directions
  • 2108 Kohler Memorial Drive Suite 60 Sheboygan, WI 53081
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Investment Strategy
    • Longevity Planning
  • Media
    • Document
Updated: April 2025 Investment Strategy Quarterly
4/10/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Longevity Planning Questionnaire
7/24/2018
Retirement and Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement and Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement and Longevity
Healthcare Services You Can Depend On
7/24/2018
Retirement and Longevity

what can we do for you?

Say hello
Holl Financial ServicesHoll Financial Services
  • Holl Financial Services
  • 2945 Shawano Ave Green Bay, WI 54313-6726
  • T: 920.321.0321
  • F: 920.321.1917
  • Map & Directions
  • Map & Directions
  • Holl Financial Services
  • 2108 Kohler Memorial Drive Suite 60 Sheboygan, WI 53081
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Holl Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use