Tim Holter

Financial Advisor, CLTC, RICP®, CLU®

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

About Tim

About Tim

I've helped clients by providing guidance, insights and access to the financial products that can help them achieve their goals. I'm excited to deliver those benefits to you, too.

As an avid golfer, hunter and bicyclist, I feel blessed to be surrounded by the abundant resources from being centered in the heart of the Allegheny National Forest.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

Financial Advisor

Prudential

October 1998 - Present | Warren, PA

Sales Manager

Prudential

November 1993 - October 1998 | Erie, PA

Agent

Prudential

January 1991 - November 1993 | Bradford

The Prudential Difference

Get an Auto or Home Quote

  • Property & Casualty: PA
    Variable Annuities: FL, PA
    Securities License: CO, FL, NC, NY, OH, PA, SC
    Variable Life Insurance: FL, PA
    Fixed Annuities: FL, PA
    Life Insurance: FL, PA

Tim Holter is associated with the Keystone Mountain Financial Office, 1001 Ardmore Blvd, Pittsburgh, PA, 15221-5224, Managing Director: Steven Marziotto, Phone: 412-247-8070 . Tim Holter offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Tim Holter offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800- 201-6690

Check the background of this investment professional on FINRA’s BrokerCheck.