HOLLAND FINANCIAL, INC.
SUITE 200, FLORIDA

Holland Financial, Inc., established on December 23, 2009, is a multifaceted financial services provider based in SUITE 200, 700 WEST GRANADA BLVD, ORMOND BEACH, FL 32174. The company operates under the Florida Department of State with Company ID: P09000102618 and adheres to Florida's financial service regulations. Holland Financial distinguishes itself through a suite of services delivered by its affiliated companies, including Holland Advisory Services, Inc., Holland Insurance Services, Inc., Holland Tax & Accounting Services, Inc., and Holland Mortgage Services, Inc. These entities collaborate seamlessly under the umbrella of Holland Financial, Inc., offering expertise in investment advisory, insurance, tax preparation, and mortgage services. At the core of its personalized service model, Holland Financial prioritizes individualized client plans to ensure comprehensive financial planning that enhances retirement security. The firm emphasizes transparency and education, ensuring clients understand their portfolios and options. Clients begin with an in-depth consultation process guided by David D Holland, Chief Executive Officer and President, alongside a dedicated team. Investments are crafted based on Modern Portfolio Theory principles which seek to optimize expected returns for individual risk tolerances, integrating diverse products like annuities and insurance solutions. This integrated approach underscores the firm's commitment to protecting clients' financial futures through strategic planning and advisory services. The company values direct client communication and accessibility, reachable via phone at (386) 671-7526 or toll-free at (888) 747-7526. More information is available on their website, hollandfinancial.com. Holland Financial maintains a steady presence within the community, as evidenced by its latest annual report submission on February 9, 2024. Key leadership includes David D Holland and officer Kalon Hoard, ensuring steadfast governance and continued growth.