Brett Holberg

Brett Holberg

Financial Professional

Phone: 585-475-8456
Fax: (585) 292-1569
E-mail:
 

Brett Holberg's approach to financial guidance follows a disciplined process of learning about the client’s needs and desires and crafting solutions that fit best. Brett specializes in helping his clients with sustainable investments. Using a focus on environmental, social, and governance sustainability, Brett helps his clients align their investments with their beliefs without sacrificing their financial goals. Brett graduated from Hobart College in 2014 with a double major in International Relations and History and a minor in Political Science. Prior to joining AXA in Rochester in 2016 Brett worked in web development and the Finger Lakes wine industry.

Brett is a constant follower of the global financial markets; he hopes to bring his clients a wealth of knowledge paired with a desire to help make the world a better place.

When Brett is not meeting with clients he enjoys traveling, the outdoors, and cooking


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.