Holt-Smith & Yates Advisors

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5201 E Terrace Dr Ste 380 Ste 380 Madison, Wisconsin 53718
(608) 249-4488
 
 

About

Holt-Smith & Yates Advisors is located at the address 5201 E Terrace Dr Ste 380 in Madison, Wisconsin 53718. They can be contacted via phone at (608) 249-4488 for pricing, hours and directions. Holt-Smith & Yates Advisors specializes in Independent Contractors, Estate Planning & Trusts, Estate Planning.

Holt-Smith & Yates Advisors has an annual sales volume of 501K - 999,999. .For more information contact Noel Goeddel, Portfolio Manager or go to www.hsya.com

Holt-Smith & Yates Advisors provides Employee Benefits & Pensions, Power of Attorney, Income Planning to it's customers. For maps and directions to Holt-Smith & Yates Advisors view the map to the right. For reviews of Holt-Smith & Yates Advisors see below.

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Business Features

PRODUCTS

  • Surety Bonds , Profit Sharing Plans , Rollover Plans , Credit Cards , Commercial Loans , Business Continuation Plans , Family Policies , Life Insurance , Retirement Plans , Senior Plans

SERVICES

  • Employee Benefits & Pensions , Delinquent Returns , Commercial Claims , Immediate Coverage , Partnerships , Extensions , Income Planning , Power of Attorney , IRS Information , Short Term Planning

BRANDS

  • Mutual Of Omaha , Microsoft , Quickbooks , Great Plains , The Hartford

SPECIALTIES

  • Elder Care , Mutual Funds , Mergers & Acquisitions Consulting , Investment Planning , Probate, Wills & Estates , Estate Planning & Trusts , Agriculture , Restaurants , Estate Planning , Independent Contractors
 
Information

CONTACT INFORMATION

Phone: (608) 249-4488

Website: www.hsya.com

ADDITIONAL INFORMATION:

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 1750000

Location Type: Single Location

Sales Volume: 501K - 999,999

CATEGORIES:

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Key Contacts
    • Noel Goeddel
    • PORTFOLIO MANAGER
    • Phone: (608) 249-4488
     
    • Jason Joanis
    • MANAGER
    • Phone: (608) 249-4488
     
    • Kristin Yates
    • VICE PRESIDENT, SECRETARY
    • Phone: (608) 249-4488
     
    • Tony Nichols
    • SENIOR PORTFOLIO SPECIALIST
    • Phone: (608) 249-4488
     
    • Woody Clements
    • DIRECTOR
    • Phone: (608) 249-4488
     
    • Kristie Klus
    • EXECUTIVE ASSISTANT
    • Phone: (608) 249-4488
     
    • Linda Drake
    • MANAGER
    • Phone: (608) 249-4488
     
    • Marilyn Ho Smith
    • Phone: (608) 249-4488
     
    • Mark Sprenger
    • MANAGER
    • Phone: (608) 249-4488
     
    • Michael Calamari
    • CHIEF OPERATING OFFICER
    • Phone: (608) 249-4488
     
    • Kristim Renk
    • VP
    • Phone: (608) 249-4488
     
    • Shalom Cohen
    • DIRECTOR
    • Phone: (608) 249-4488
     
    • Beth Ann Korth
    • CCO
    • Phone: (608) 249-4488
     
    • Marilyn Holt-Smith
    • MANAGER
    • Phone: (608) 249-4488