Holland Financial, Inc. Email Format

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.

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