Seven Two Advisors

contact for price

Select a service

Zip code

Annual income

Service type

Career stage

Responds in about 2 hours

Introduction

We’re here to help you navigate the complexities of your financial life from Basic Personal Finance to Advanced Retirement Planning. Build your financial IQ, secure your financial future, and leave a legacy more than a number. We will do it for you or answer your questions to help you build your own financial plan. We offer a basic strategy session for 60 minutes for $75 and additional services can be determined as needed during that conversation. Learn How to Financial Plan On Your Own with Patrick Holmes, Author of “Divided Money,” A Self Help Guide to Building Wealth, Beating the Financial Industry & Government, and Practical DIY considerations. Available for purchase after strategy session. ($20) Consulting and Education provided by Seven Two Advisors. Financial Advisory Services and Portfolios Offered by Portfolio Medics, an SEC Registered Investment Advisor. Seven Two Advisors and Portfolio Medics are not related.

Overview

Hired 1 time

Serves Lenoir, NC

Background checked

License verified

1 employee

5 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Stripe, and Venmo.

Featured Projects

1 photo

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

8 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:

Faith L.

Jul 17, 2024

·

Hired on Thumbtack

I deeply appreciate Patrick helping me out. He reached out to me in less than an hour, and genuinely cared about both my immediate financial situation and well-being, as well as my future financial hopes/expectations. He has several different offerings (packages, guides, hourly work/assistance, educational info, etc.) to meet specific needs and goals of those reaching out for his help. It's nice to find someone who actually does care about helping others develop their financial literacy instead of someone who's just in it for money.

Personal Financial Planning

Lynn W.

Jul 14, 2024

Patrick is very knowledgeable and full of wisdom regarding matters of the financial industry. He has assisted me in areas related to student loans, real estate investments, family planning, and 401k. I was especially impressed with the amount of comprehensive feedback and education he provided, which helped me understand personal finance better. His approach is complex yet simple enough to understand as the consumer. He really helps you feel confident and in control of your situation. Highly recommend working with him.

Jermaine K.

Jul 23, 2024

I had the pleasure of working with Patrick over the past year, and the experience has been exceptional. He demonstrated a deep understanding of financial markets and provided tailored advice that matched my goals and risk tolerance. I highly recommend Patrick to anyone seeking knowledgeable and reliable financial advice.

Blake B.

Jul 12, 2024

Patrick has always done a great job managing by investment portfolio. I trust his opinion because he always puts what is best for my family over his own personal gain.

Laura M.

Jun 23, 2024

Patrick is a great financial advisor! He took the time to educate me on which financial strategies help me grow my portfolio.

Credentials

License

License Type: Investment Adviser Representative (NC)

License verified on 6/24/2024

Background Check

Patrick Holmes

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Depends on services
What is your typical process for working with a new customer?
Meet and Greet, discuss personal values and goals. If we align, move forward with next steps.
How did you get started doing this type of work?
10 years financial services experience beginning at a local credit union and grew from there. Background education from Certified Financial Planner programs, Accredited Financial Counselor program, Mortgages, Insurance, Real Estate courses. Well rounded background to meet any financial topic need.