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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 PlannerRep/Contact Info
Caroline Wieland- Phone: (610) 865-9550
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