Re: Here for you and your family.

As most of you are aware, the COVID-19 (Corona virus) has caused unprecedented events to transpire around the world. Our team wanted to take a moment to ensure that you and your loved ones are fairing well during this time of confusion and uncertainty.

At Haldenby Financial Group, HollisWealth our mission has always been to secure the well being of our clients’ futures. We want to remind everyone that while we face some uncertainty, we have worked alongside you to build personalized portfolios with quality long-term investments to meet your goals.  In times of volatility, history has shown us that the best action for long-term investors is to stay the course.  With time, the volatility will subside.  We foresee potential for a rebound in markets, once the concerns over the COVID-19 virus & travel have subsided.

We recognize and understand that you may have concerns and questions regarding your plan & investments.  For over 30 years our team has been available to clients when they need us most—today is no different.

We are available by phone or email, if you require any of our services or assistance, at any time.  Although our offices are open, for your own wellness, we encourage clients to limit in-person contact, as much as possible, up to April 10th, 2020.   We have taken additional steps to ensure our offices are fully sanitized; and we always have hand-sanitizer available for clients & staff.

Most importantly: We are all in this together and are proud to continue supporting your family, our communities, employees and local businesses.  We hope that you and your family & friends stay safe and sound.

For the most up to date information and advisories on COVID-19 please visit:

For the most up-to-date information, please visit our website at

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Visit our contact page for office phone numbers and emails.

We’re here for you if you have any questions at all; and as always, thank-you for your business.

-Dean, Cathy, Tim & the Haldenby Financial Group team.


Dean Haldenby, H.B.Comm, CFP

President, Haldenby Financial Group