Anchor Private Planning

Anchor Private Planning
751 East Southlake Boulevard Suite 120
Southlake
Texas
76092
United States
Tel: (214) 223-6022

Business type: Investment service
Business Information
Brandi Holmes, CFP® is an independent financial advisor who seeks to serve as her clients' trusted financial partner. With more than 16 years of experience, she has dedicated her career to helping people take control of their finances and create a plan designed to guide them toward their goals. Specializing in comprehensive financial planning and what she refers to as “life planning,” Brandi assists clients in establishing key objectives and taking the appropriate action steps in pursuit of financial freedom. Utilizing a holistic planning approach, she is focused on nurturing a valuable relationship, learning about a client’s entire financial landscape, and explaining financial concepts in a way that is easy to understand.

Opening Times
Monday
08:00am - 05:00pm
Tuesday
08:00am - 05:00pm
Wednesday
08:00am - 05:00pm
Thursday
08:00am - 05:00pm
Friday
08:00am - 05:00pm
Saturday
Closed
Sunday
Closed


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