When you work with Holland Financial, you don't have to worry that recommendations will be influenced by commissions: Holland advisers are paid a salary - they are fiduciaries and work in your best interests. Should you need services beyond planning and investments, Holland Tacinelli, CPAs and Holland Business Brokers are available for personal and business income tax returns, business accounting, and help buying or selling a business.
The Holland staff is patient; they listen and teach. Meetings are unhurried with a no-pressure, no-obligation approach to financial planning. And, when you become a client, they will go the extra mile to care for your needs. Whenever you have a problem or a question, you'll have a team dedicated to making your goals a reality.
The Holland staff is patient; they listen and teach. Meetings are unhurried with a no-pressure, no-obligation approach to financial planning. And, when you become a client, they will go the extra mile to care for your needs. Whenever you have a problem or a question, you'll have a team dedicated to making your goals a reality.
Services
My team and I offer personalized attention to individuals and couples seeking a premium, professional experience. Much of our work focuses on investing and risk management as well as retirement income planning, tax planning, and estate planning. David D. Holland was born and raised in Bunnell, Florida.
Kalon Hoard serves as Holland Financial's Chief Investment Officer, and is responsible for the company's day-to-day operations. Mr. Hoard grew up in the small town of Bronson, Michigan. He has a Bachelor's Degree in Electrical Engineering from Trine University, Angola, Indiana. In 1990, Kalon moved from Indiana to Florida, when he accepted a job with a local defense contractor.
Angel's family moved to Ormond Beach from Winsted, Connecticut when she was only eight years old. She attended local public schools and graduated from Seabreeze High School in Daytona Beach. Angel came to Holland Financial with over 20 years of banking and investment experience.
It is her responsibility to oversee the Client Services Department - from initial documentation preparation through final implementation and daily servicing and follow-up.She also works closely with David Holland throughout the planning and recommendations process. And when it's time for annual investment reviews, Angel makes certain that each client's needs are met and expectations are exceeded.
It is her responsibility to oversee the Client Services Department - from initial documentation preparation through final implementation and daily servicing and follow-up.She also works closely with David Holland throughout the planning and recommendations process. And when it's time for annual investment reviews, Angel makes certain that each client's needs are met and expectations are exceeded.
Amy Williamson's family moved to Florida from Ohio when she was four years old. She attended high school at Calvary Christian Academy in Ormond Beach and graduated from Warner Southern College (now Warner University) with a bachelor's degree in social work. Amy always knew that she wanted to help people, and though her career path changed, "helping people" is exactly what she does each day with clients and their finances!
Whether you are already retired, or thinking ahead to your future plans, you may have realized it's time for a review. Since 1997, Holland Financial has helped people plan their retirements confidently, using a simple process guided by knowledgeable CERTIFIED FINANCIAL PLANNER Practitioners. Our Financial Advisers are salaried, which means they don't receive commissions on what they include in your plan.
Reviews (3)
Alex Anderson
Nov 20, 2019
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David Holland does NOT own Holland Financial center! The building is owned by Lewis Hester properties. Also, His so called TV show is paid for by David Holland. I think it stretches the truth about this guy. He creates an image that is less than honest. When it comes to investments, do your homework and start with honesty. Looks can be deceiving........
Kevin Towle
Aug 18, 2017
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As David's former Back Office manager, I would tell you to be cautious. When I worked for David, He sold products for 100% commission. Later in his career, He would warn prospective clients to be weary of commission based Financial Advisors. David promised me a $10,000 raise once I received my Series 6, Series 26, Mutual Funds Specialist license and Variable Annuity / Life and Health Insurance license in order to be qualified as an official "Back Office Manager". One month after completing these credentials, I inquired about my raise. He fired me that Friday.
Randy Tisdale
Dec 08, 2016
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A reverse mortgage was a perfect way for us to tap into the equity in our home to finance our retirement. Mike Peerless, our loan officer, was so professional and handled all the paperwork and nuances of getting our loan approved. I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.
