Eileen F. Holzman, ChFC®, CLTC, AIF®

Eileen F. Holzman, ChFC®, CLTC, AIF®

Financial Advisor

Office: 781.446.5007
E-mail:
 

Eileen Holzman has worked in the financial services industry for over 30 years. In 1990, she joined Centinel Financial Group, LLC after receiving her Masters in Business Administration from Suffolk University in Boston, Massachusetts. Shortly after joining the firm, Eileen acquired her ChFC®, Chartered Financial Consultant designation, an advanced certification of study covering estate, retirement and financial planning. She also acquired her CLTC designation, further supplementing the knowledge she delivers to her clients in the areas of Long-Term Care planning and preservation of retirement income assets.

Eileen believes in providing comprehensive financial strategies to help meet the unique needs of her clients. She offers a wide array of products and services, through a number of insurance and investment companies. Eileen's years of experience, dedication to service, integrity, and strong ethical values, provide her clients with the relationship they seek with a trusted financial advisor.

Eileen has received numerous industry and company awards for recognition throughout her career, including awards for outstanding achievements in the field of financial services and superior quality client service. She is a qualifying member of the Million Dollar Round Table, one of the premier associations of financial and insurance professionals, a member of the National Association of Insurance and Financial Advisors, and a member of the Financial Planning Association (FPA).

Eileen is an active member of her community. She sits on the Advisory Board of the Andover Coalition to Education (ACE), is an 1812 member of the Lawrence Boys and Girls Club, and past-President of Quota International of Andover, an organization which raises awareness and funds for disadvantaged women and children. Eileen resides in Andover, Massachusetts, where she has lived for over 30 years, with her husband, Chris, and two sons.

 

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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Check the background of this financial professional on FINRA's BrokerCheck