The Holland Group - Janney Montgomery Scott

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Welcome!

The Holland Group at Janney Montgomery Scott welcomes you to our website!

Investors have many questions on where to turn for quality investment advice to help them get their portfolios back on track. The Holland Group is proud to be part of a dedicated firm that puts the needs of clients first. As a private firm, Janney offers its clients the investment experience of its wealth management professionals, money managers and research analysts as well as access to industry experts who work together with The Holland Group to provide unparalleled, dedicated client service.

The Holland Group has access to many financial tools and market data reports which we use to customize individual, comprehensive financial plans. The plans are constantly monitored to ensure the goals and objectives are kept in line according to the client’s defined time horizon and risk tolerance.

Through our relationship with our clients, our desire to educate them on investment recommendations, and our dedication to helping them achieve their financial goals, The Holland Group is privileged to serve our clients with that trust which they have placed in us to safeguard their hard-earned assets.

Our Mission

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

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 objectives and match those objectives with advanced financial solutions.

Upcoming Seminars

As part of our commitment to educating investors, we hold periodic educational seminars. Please stay tuned for upcoming seminars that we will be hosting.