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Holt Investment PartnersFinancial advisor in Newport Beach, CA

Holt Investment Partners is a financial advisor at 302 1/2 Marine Ave, Newport Beach, CA 92662, rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Newport Beach, CA0 paid placements in any rankingHow we rank

Call (949) 342-5405Website ↗

Key facts

Key facts about Holt Investment Partners
Address302 1/2 Marine Ave, Newport Beach, CA 92662Get directions
Phone(949) 342-5405
Websiteholtinvestmentpartners.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Newport Beach and 11 towns within 25 miles: Costa Mesa, Irvine, Huntington Beach, Laguna Beach, Fountain Valley, Laguna Woods, Santa Ana, Aliso Viejo, Laguna Hills, Tustin and Lake Forest.

Based in Newport Beach, CAView on map

Opening hours

Opening hours for Holt Investment Partners
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Holt Investment Partners

What are Holt Investment Partners’ hours?

Holt Investment Partners is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Holt Investment Partners serve?

Serves Newport Beach and 11 towns within 25 miles: Costa Mesa, Irvine, Huntington Beach, Laguna Beach, Fountain Valley, Laguna Woods, Santa Ana, Aliso Viejo, Laguna Hills, Tustin and Lake Forest. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Holt Investment Partners?

Holt Investment Partners has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Holt Investment Partners?

Call Holt Investment Partners on (949) 342-5405. The business is at 302 1/2 Marine Ave, Newport Beach, CA 92662. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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