Edward Jones - Financial Advisor Torsten W Holmes, CEPAAAMS

Located in Houston, Texas

Address: 1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013, United States

Phone: +1 469-854-6518

Rating: 5

Review 1 (2023-06-27 - Rating: 5)
Torsten and his team are truly exceptional! Over the years, we have relied on Torstens counsel and he has consistently proven himself to be easily accessible, accommodating appointments according to our needs and dedicating as much time as required. He remains consistently up-to-date with market conditions, offering us invaluable advice to optimize our retirement savings. With complete confidence, we can attest that Torsten genuinely prioritizes our financial well-being. We feel at ease recommending Torsten to our loved ones and friends, knowing they will receive the same outstanding level of service.

Review 2 (2018-03-05 - Rating: 5)
Torsten has been my financial planner for over ten years, he is the best out there. He has always put my financial needs first and foremost. He has set up multiple accounts for my business and my staff, he is so informed with all aspects of the business. He also has helped save me a fortune in taxes. His staff is wonderful too, I can not say enough about Torsten. If you need an amazing financial adviser use Torsten.

Review 3 (2017-09-30 - Rating: 5)
With Torstens guidance over the last eight years, my goal of early retirement is within reach. We discussed my risk tolerance and Torsten created a plan that I was comfortable with. He keeps in contact and always takes my calls. I consider him a partner in achieving my financial goals. I would recommend Torsten to anyone looking to grow their portfolio.

Review 4 (2018-08-03 - Rating: 5)
Torsten is a true gem. His knowledge and professionalism are unparalleled, and he has the patience of a saint! I know this to be true given that I have lots of questions, some of which are repeat questions in my efforts to ensure that I have the correct understanding. Torsten always answers me directly, with no fluff and ensures that I am fully informed. He is always on time and prepared for our meetings, responds to every message/phone call, and has given me nothing but the best advice regarding my finances. I also have to note that Gwen and the rest of Torstens team are truly amazing as theyve been extremely kind and professional ever since day. I feel 100% confident and secure in having Torsten as my financial advisor. That being said, if youre pondering contacting him - go ahead and make the move. Its surely a decision youll be glad to have made!

Review 5 (2017-09-26 - Rating: 5)
Torsten Holmes is an incredible financial advisor. I met Torsten about two years ago and ask him to look after my portfolio. I was so pleased with his performance that I ask him to look after my childrens portfolios and that of good friend. All have been very satisfied .Torsten not only is a dedicated financial advisor,he takes the time to listen to you. By in large, the investment bankers I have dealt with in the past have taken my money and told me what they were going to do with it. Torsten asked me what I would like for him to do for me. That impressed me.Glenn Moore

Review 6 (2017-09-18 - Rating: 5)
Torsten has been our Financial Adviser for years. He can be as detailed and thorough as you would like him to be, calling to check in occasionally, always there to answer questions, etc. I have recommended him to friends and family as I know theyre in good hands with Torsten and his team.

Review 7 (2020-10-08 - Rating: 5)
The measure of an investment advisor isn’t how much you make in a great market, it’s how little you lose in a bad market. Torsten Holmes has handled my investments for over 10 years. Through the rough times of 2008-2009 and the spring of 2020, I lost a fraction of what my friends did and recovered it all and more very quickly. The investment plan Torsten put together for my wife and my retirement is working beautifully and we have no worries about running out of money. He does all the work and we have regular update meetings to make sure we are on track. And the fees are very small for the results. We didn’t want to retire from one job, just to take on the job of managing, researching and worrying about our financial future. Using Torsten is no doubt the best retirement decision we ever made.

Review 8 (2019-11-08 - Rating: 5)
Torsten invests the time to understand your goals and creates a custom plan, tailored to achieve them. A simple approach, but a rare trait! He is never too busy and never tries to sell me anything. I consider him a trusted adviser and would highly recommend Torsten to anyone.

Review 9 (2018-05-22 - Rating: 5)
Ive worked with Torsten for over 10 years, and I highly, highly recommend him. His breadth of knowledge, insights and problem-solving skills have been invaluable as Ive moved through various life periods and goals. Further, he is able to communicate each component of financial strategies in understandable, but thorough terms. Finally he and Gwen, his office manager, are *incredibly* responsive, and return calls and emails very quickly.

Review 10 (2023-01-24 - Rating: 5)
We have worked with Torsten and his staff for many years, both before, and now during retirement. The knowledge and support by Torsten and his team has always been outstanding and professional in every way!

Review 11 (2017-09-13 - Rating: 5)
Torsten and his team create an outstanding customer experience! Torsten is knowledgeable, friendly, and willing to take the time to explore the relevant investment options with each client based on his/her individual financial goals. Torsten is a terrific asset to each of his clients!

Review 12 (2017-09-21 - Rating: 5)
Let me share that Torsten is passionate, thorough and extremely informative when it relates to my financial future. He has had my acoount for many years and has changed my outlook on my future with definitive plans and expert guidance. As a Real Estate Agent I always recommend his services to my valued clients.

Review 13 (2017-09-12 - Rating: 5)
Torsten and his crew are TOP NOTCH. He runs his Edward Jones business the honest and ethical way, and I trust him immensely with any investments. His experience and genuine care for his job- and YOUR money- make him the right person to turn to if youre looking for a phenomenal financial advisor.

Review 14 (2017-10-05 - Rating: 5)
Torsten has been our financial advisor for over 10 years and he is wonderful, thoughtful, and well advised on all aspects of finances. He has helped us tremendously.

Review 15 (2017-09-12 - Rating: 4)
Torsten and his office staff are great! Torsten really listens to his clients and formulates a plan/strategy based on each clients needs and desires.

Review 16 (2017-09-13 - Rating: 5)
I know many financial planners after years of network marketing and I must say that Torsten Holmes with Edward Jones is one of the few that is truly interested in your needs above his own. I have and will continue to refer him to friends and family and gladly attach my name to the referral with confidence.

Review 17 (2018-06-19 - Rating: 5)
I have finally found a financial planner that knows what he is doing!!! He is very attentive and has helped me over come financial hurdles and has put me on the right tract to reach my financial goals. He explains everything in detail and I just cant say enough nice things about him and his office.