Welcome & About
Sierra Shore Financial is a Registered Investment Advisor firm dedicated to providing responsive service and innovative solutions through quality vendors. We are glad that you have taken to time to visit our website and look forward to working with you or your company in the future.
Services
Bio of Mr. Edward Hollett
Edward Hollett
Investment Advisor RepresentativeInvestment Advisor RepresentativeProfessional Experience
Mr. Hollett has worked in the insurance and financial services industry for over 25 years. He is an Investment Advisor Representative and is the owner of Sierra Shore Financial. Mr. Hollett's work is primarily focused on individual financial planning and employee benefit programs for small to medium size businesses.
Education
Bachelor of Science Finance, Excelsior College, Albany, NY.
Our Philosophy
We chose the picture on this page to remind us about the long and yes at times, winding road ahead. There are lots of obstacles on this journey that can slow us down or divert off course. Setbacks like divorce, loss of job, death in a family, long term illness and volatile markets may reverse any families financial security. Even joyous events like marriage, the birth of a child, getting our teenagers ready for their 1st day of college and starting our own retirements are improved when steps are taken to prepare financially. As difficult or great as these events can be, we make every effort to help families prepare through the use of risk management tools like estate planning and college funding plans, IRAs, and 401ks.
Simply put, we believe that our mission is to help you live a better life. We have a number of ways to add value and make that happen. We have learned a few things over the past 25 + years working directly with literally hundreds of families and scores of businesses. We believe that you will benefit from the experience (both positive and negative) that we have gained over the years. We view this relationship with you as a partnership and the best partnerships are built on trust and mutual respect. We are honored that you have decided to work with us and will do our best to earn and keep your business.
Contact Us
Registered Principal offering securities and advisory services through:
Independent Financial Group, LLC (IFG)., a registered investment adviser. Member FINRA & SIPC. Additional advisory services offered through Sierra Shore Financial (SSF), a registered investment adviser. IFG and SSF are unaffiliated entities.
Able to sell securities in AZ, CA, FL, TX, UT, & WA.
Mr. Hollett is also a licensed life, health, & variable securities agent in California, license #0831084.
Mailing Address:
PO Box 47
Pismo Beach, CA 93448-0047
Broker-Dealer Disclosure:Services and products described may not be eligible for solicitation in your state. This site is for use by individuals residing in states where our products and services may legally be offered. The information on this site is not intended to be used as the primary basis for investment decisions. Non-U.S. Residents: This site has been published in the United States for residents of the United States. We do reserve the right to require proof of residence from any user accessing this site and requesting information. It is not intended for use by, or to provide any information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Tax and Legal Notice:Sierra Shore Financial, Independent Financial Group, LLC, and their affiliates are not providing tax and legal advice. All material discussed on this website is meant for general illustration and/or informational purposes only and is not intended to be construed as tax or legal advice. You should seek tax and/or legal advice from your own tax or legal professional.
Links:Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Sierra Shore Financial, Independent Financial Group, LLC or its affiliates. Sierra Shore Financial and Independent Financial Group, LLC provide these links as a convenience to you, and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services.
Check the background of this firm on FINRA's BrokerCheck at http://brokercheck.finra.org/
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