Insights

Niche Advisory Mid-sized financial services firm with diverse offerings across investment advisory, insurance, and tax/accounting services, suggesting cross-sell opportunities to existing clients and the potential to expand service lines.

Tech Stack Fit Reliance on standard enterprise tools (Microsoft 365, Excel, Windows Server, GoDaddy) indicates openness to cost-effective, modernizing tech solutions, cybersecurity enhancements, and data analytics services tailored to mid-market firms.

Growth Potential Revenue range of 25 to 50 million with 11–50 employees positions the firm as a target for scalable platforms (ROBO-advisory, CRM, workflow automation) that improve efficiency without large enterprise costs.

Industry Position Competitive landscape with large incumbents in financial services implies a need for differentiated value propositions such as personalized estate planning support and fiduciary advisory services to win mid-market clients.

Compliance & Expertise Multiple affiliated entities and emphasis on CFP certification signal a focus on regulated, high-trust engagements, creating opportunities for marquis compliance, reporting, and advisory governance solutions.

Similar companies to Holland Financial, Inc.

Holland Financial, Inc. Tech Stack

Holland Financial, Inc. uses 8 technology products and services including Thomson Reuters, Microsoft Excel, Microsoft 365, and more. Explore Holland Financial, Inc.'s tech stack below.

  • Thomson Reuters
    Accounting And Finance
  • Microsoft Excel
    Editors
  • GoDaddy Email
    Email Hosting
  • Floating UI
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • Windows Server
    Operating Systems
  • Microsoft IIS
    Web Servers

Holland Financial, Inc.'s Email Address Formats

Holland Financial, Inc. uses at least 4 email formats:
Holland Financial, Inc. Email FormatsExamplePercentage
First.Last@hollandfinancial.comJohn.Doe@hollandfinancial.com
89%
First.Middle@hollandfinancial.comJohn.Michael@hollandfinancial.com
6%
FLast@hollandfinancial.comJDoe@hollandfinancial.com
5%
First.Last@planstronger.comJohn.Doe@planstronger.com
100%

Frequently Asked Questions

What is Holland Financial, Inc.'s phone number?

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You can contact Holland Financial, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Holland Financial, Inc.'s official website and social media links?

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Holland Financial, Inc.'s official website is planstronger.com and has social profiles on LinkedIn.

How much revenue does Holland Financial, Inc. generate?

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As of September 2026, Holland Financial, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Holland Financial, Inc.'s NAICS code?

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Holland Financial, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Holland Financial, Inc. have currently?

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As of September 2026, Holland Financial, Inc. has approximately 20 employees across 1 continents, including North America. Key team members include Vice President Investments: S. C., Senior Vice President - Financial Adviser: A. P. and Position In Client Services: M. I. Explore Holland Financial, Inc.'s employee directory with LeadIQ.

What industry does Holland Financial, Inc. belong to?

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Holland Financial, Inc. operates in the Financial Services industry.

What technology does Holland Financial, Inc. use?

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Holland Financial, Inc.'s tech stack includes Thomson Reuters, Microsoft Excel, Microsoft 365, GoDaddy Email, Floating UI, Microsoft Word, Windows Server and Microsoft IIS.

What is Holland Financial, Inc.'s email format?

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Holland Financial, Inc.'s email format typically follows the pattern of First.Last@hollandfinancial.com. Find more Holland Financial, Inc. email formats with LeadIQ.

When was Holland Financial, Inc. founded?

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Holland Financial, Inc. was founded in 1997.
Holland Financial, Inc. logo

Holland Financial, Inc.

Financial ServicesFlorida, United States11-50 Employees

Holland Financial, Inc. operates within the financial services sector, offering investment advisory services through Holland Advisory Services, Inc., alongside insurance products via Holland Insurance Services, Inc., and tax and accounting support through Holland, Tacinelli & Klayer, Inc. The firm emphasizes that investment recommendations are tailored to individual circumstances and are subject to regulatory registration or exemption, highlighting a framework that combines advisory, insurance, and accounting disciplines. Based in Ormond Beach, Florida, the organization provides services aimed at helping clients navigate asset allocation, diversification, and planning needs while underscoring the inherent risks of investing and the importance of professional guidance. Professionals associated with the company, including individuals with CPA and CFP credentials, serve in trustee or executor roles for clients’ estates, reflecting a broader scope of financial stewardship beyond traditional advisory services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Holland Financial, Inc.'s revenue is estimated to be in the range of $25M - $50M

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