Congratulations Battistelli Holland Wealth Management Group
For being named to Forbes’ 2025 Best-in-State Wealth Management Teams
Understanding, Trust, and Integrity are at the heart of what we do.
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
The world of finance can be complex
That’s why it is important to have financial advisors in your corner who truly understand your needs and can offer a personalized approach to investing.
Planning Your Financial Future
Starts Today.
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start PlanningA Platform of Service
Our whole platform is constructed around you – returning your calls promptly, following up with you on a frequent basis, and calling attention to specific areas that may cause any bumps along the way.
Your Needs Come First
Our goal is to build long-term relationships with our clients, anchored by knowledge and performance and sustained with trust and integrity.
Building Your Road Map
Our process begins with a complete lifecycle review – where are you now, where do you want to be, and how can we help you get there.
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