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Trent Markey

Case Consultant

Contact

Office: 617-585-4577

1 Marina Park Drive

16th Floor

Boston, MA 02210

tom@holtfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities, investment advisory services and financial planning offered through qualified registered representatives of MML Investors Services, LLC (Member SIPC). Holt Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory office: 1 Marina Park Drive, 16th Floor, Boston, MA 02210; Ph: 617-585-4500.

Trent Markey

Case Consultant

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