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3 Mar 2021

Holistiplan’s Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide

Author: admintech | Filed under: Press Release

COLLEGE STATION, Texas, March 3, 2021 /PRNewswire/ — Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan’s tax planning software to its tech stack….

This entry was posted on Wednesday, March 3rd, 2021 at 7:15 am and is filed under Press Release. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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