About Portsmouth Financial Services
Portsmouth Financial Services opened its doors with a single broker selling stocks and bonds and an office assistant. From these modest beginnings, we set on a course to attract seasoned financial professionals and develop new ones. In 2001, Portsmouth joined forces with Holt & Collins, adding the expertise of several generations of industry practitioners, whose roots in San Francisco financial circles date back to 1928.
Today, Portsmouth Financial Services has grown to offer a comprehensive set of wealth-management services, including full brokerage, investment strategy and management, insurance products and planning.
While working to preserve the personal service of a small firm, we continue to grow our network of advisors and brokers to help ensure that Portsmouth Financial Services remains agile, forward-looking and accessible, however the financial environment may change.