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Media Quotes

PUBLICATIONS/ARTICLE:

November 2024

Financial Advisor Magazine Quotes Jim Holtzman in "Helping Clients Conquer Roth Conversion Misconceptions"

October 2024

Financial Advisor Magazine Quotes Jim Holtzman in "Why End-Of-Year Tax Planning Is Hazy"

January 2024

GOBankingRates Quotes Jim Holtzman in "I’m a Financial Planner: 8 Worst Things To Do With Your Tax Refund"

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5700 Corporate Drive
Suite 350
Pittsburgh, PA 15237

Contact Info

Phone | (412) 635-9210
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