• Janney Montgomery Scott LLC

    Categories

    Professional Service -Asset Management

    About Us

    The Holland Group provides pension plan services to institutions and small businesses, specializing in the needs of orthodontists, doctors, and attorneys. We also offer 401k reviews for businesses to explore their retirement options for their employees. We provide our clients with specialized service and advice on:

    Financial Planning
    Life Stage Planning
    Charitable & Dynasty Trusts
    Fixed Income Strategies
    The Importance of Income Diversity

    Our Investment Philosophy: The Holland Group is committed to providing each client with the excellent service they deserve and expect. We are a team of dedicated investment professionals who work to meet the needs of each client. At The Holland Group, our team takes a planning-based approach to aid our clients in achieving their financial goals. Using a one-on-one relationship model with each client, we are able to understand their personal investment. Using a one-on-one relationship model with each client, we are able to understand their personal investment objectives and match those objectives with advanced financial solutions.

    Memberships Certifications
    MCA Allied, NYSE, FINRA, SIPC Certified Financial Planner

    Rep/Contact Info

    Bernadette Holland
    Senior Vice President
    Ann Michele Ostrosky
    M. Amy Villani
    Assistant Vice President
    Caroline Wieland
    • Phone: (610) 865-9550
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