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 becoming a Financial Professional, 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 (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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 (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT, as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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