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Reagan Holloway Investment Consulting
4801 Courthouse Street, Williamsburg, Virginia 23188
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About the Reagan Holloway Investment Consulting
Reagan Holloway Investment Consulting is a boutique fiduciary portfolio manager located in Williamsburg, Virginia. Our team is dedicated to educating and empowering our clients to build a bright financial future. With over 30 years of experience in the investment arena, we offer a unique education-first approach to investment consulting.
We provide individualized attention and personalized portfolio management on the Fidelity platform. Our focus is on what's important, not just what's selling, using indicators, moving averages, and following earnings to build tailored strategies for each client. Our team consists of Keith, the portfolio manager, and Christy, the relationship manager, who have a strong value of customer service and a sincere level of intimate friendship with their clients.
At Reagan Holloway, we offer no-cost consultations and a variety of wealth management services. Our goal is to educate our clients on the process of investing, empowering them to understand their money and make informed decisions. We believe in lifelong learning and the importance of sharing knowledge with our clients.
Our services include asset custody provided by Fidelity Investments, and advisory services offered through Sowell Management, a registered investment advisor. We are committed to building trust with each unique client by focusing on research, results, and personalized customer service.
If you're looking for a different approach to portfolio management, Reagan Holloway Investment Consulting is here to help you build a bright financial future. Contact us today for a free one-month trial of the Reagan Holloway Market Insight Report.
Photos of Reagan Holloway Investment Consulting
4801 Courthouse St # 129, Williamsburg, VA 23188, United States
Reviews of Reagan Holloway Investment Consulting
"We’ve been with them for 7 years and looking forward to many more. Highly recommended!"
"He Knows my investment strategy and sticks with it"
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