About Us

Brett Holberg

Financial Professional
Phone: (585) 475-8456
Fax: (585) 292-1569

Brett Holberg has been on the team since 2016, he is a graduate of Hobart College where he double majored in international relations and history with a minor in political science, he was also an Arabic language student. Prior to joining Equitable Brett worked in the Finger Lakes wine industry and web development. His approach to Financial Planning starts with learning his clients’ goals and desires for the future which helps him craft a plan that fits best. Brett is able to provide his client with investments that fit their values as well with his focus on sustainable investing. 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 training for triathlon, traveling and cooking. He is Rochester’s 2019 DSF Champion.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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