About Us

Brett Holberg

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

Brett Holberg has been with Equitable 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 AXA 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 is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities 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.

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

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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