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AIM & Associates Helping You Plan Today for Your Tomorrow

Our focus is on our clients, their needs and specific situation. By sharing our knowledge and experience with you, we help you create and maintain innovative solutions designed to help you pursue your financial goals and managing your wealth for your retirement and beyond.

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Your Process

Your Process

We create strategies tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with AIM & Associates, you're part of the family. Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our team works hand-in-hand with you, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Don Holt

Don Holt

Financial Advisor

(253) 638-0469

(253) 638-0477

Linda Holt

Client Service Associate

(253) 638-0469

(253) 638-0477

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