About Us

About Portsmouth Financial Services

The intersection of Market and Montgomery Streets, often referred to as the Wall Street of the West.

Portsmouth Financial Services opened its doors with a single broker selling stocks and bonds and an office assistant. From these modest beginnings,  it 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.

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 your financial goals and objectives might change.


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