The Holland Group Retirement Wealth Advisors - Clearwater, Florida

Tania K.

Great service! Great people!

We’ve been customers for just over 2-years (since 2022), having switched from another local firm and are happy we did!  We’ve never been treated better.  Steve and Elizabeth are a pleasure to do business with. Always welcoming, they treat us with respect, speak honestly and openly and listen to our goals and challenges.  Their financial advice has been sound, reasonable, understandable and solid. We’ve experienced a great sense of transparency and security in their management of our accounts.  One of the best financial decisions we’ve made!

Matt B.

The Holland Group treats you like family and will put your best interest first. From the first sit-down meeting with Steve and Elizabeth. The wife and I knew working with The Holland Group was going to be the best decision we made, when it came to who handles our future retirement finances. Take the time and reach out to The Holland Group, because they will make you think twice about who is handling your retirement finances. I thank you Steve, Elizabeth and the Holland Team.

Karen S.

This is our second year as clients with The Holland Group. My husband and I both had our investments managed through our corporate America partnered financial companies for 40+ years. After listening to Steve and Elizabeth’s radio and TV segments for a long time, we finally were convinced it was time to transition to them and boy do we wish we had done so sooner. Immediately into our first consultation, it was evident that they are truly “invested” in you, personally and professionally. They are committed to making sure your investments are maximized and protected and spend a lot of time detailing your options and how that is accomplished. All the while, they go to great lengths to make sure your questions are answered, your confidence is on par and that you are completely comfortable with your investment strategies and plans. We are impressed with how welcomed we are each time we call, email or meet, not just by Steve & Elizabeth, but their entire team—quick response time, courtesy, follow up, etc. Unlike our previous relationships with big corporate managers where you are treated more like “one of thousands,” at The Holland Group we feel like family and that is actually something they genuinely practice from day one! We remain thankful for this relationship and most importantly, are extremely happy with our portfolio’s performance.

John E.

The Holland Group has been our wealth advisor since 2020. Our experience with the Holland Group has been outstanding. Their attention to detail in maintaining our financial plan towards (and eventually during) retirement has been first class. We highly recommend their services.

Kathleen M.

We have been working with The Holland Group for many years. Our relationship over the years has been outstanding! The Hollands make us feel as part of their family. They are extremely knowledgeable about money management and what is best for your specific financial needs and goals. If you are looking for a good financial planner, you cannot go wrong with becoming affiliated with The Holland Group! Contact them today. You won’t be sorry!

Brian D.

My wife and I were looking for a retirement and wealth advisor as we were approaching fifty to ensure we were doing all the right things for both retirement and financial success. I had tried a few other places who either first asked me how much money I had and two, they provided me blanket "plans" without even asking for our input and goals.
That all changed when I decided to reach out to The Holland Group! Roy has been amazing! He reached out several times to discuss our goals, objectives and where we wanted to be in retirement before we even started to talk numbers. He never looked down on us for the amount of money we had. Just a very sincere individual who wanted to help us with our financial success and our goal of being able to travel more often.
Since then, we feel incredibly confident with our financial preparation for retirement. His assistance with short term financial goals as enabled us to pay in cash for our upcoming two-week trip to Italy, something that we have dreamed about doing since our marriage. His investment planning has already enabled us to take our adult kids on a Carribean vacation.
If you're looking for a financial advisement company that truly cares for you and your goals and is sincere about it... The Holland Group is the place!

Ric D.

I came to the Holland Group in 2019. What impressed me from the beginning was the fact that Steve and Elizabeth did not try to sell me any specific products. They listened to what I wanted to do and how I wanted to spend my retirement. After they listened, they outlined products and a program they felt would help me achieve my goals. They made me feel very confident about the choices I made. Every person on their staff has been welcoming, knowledgeable, and patient whenever I've had questions. I feel very secure and very lucky to be a client.
Ann DeGrace

Christy P.

We’ve been working with the Holland team since 2019 and couldn’t be happier, except that we should have hired them sooner. As a CPA, I thought I should be able to handle our retirement planning and investments myself. But I am so very glad we finally decided to turn it over to the Holland group instead. I don’t have to research and monitor, and I don’t stress! That is worth bundles!

We meet twice a year with updated investment values and, in between, we just call or email with updates and questions so that all life events are taken into account timely. Never have I felt like we’re just a number or that our account was not getting the attention it needed. Steve and Elizabeth and the team make sure it’s personal and a real relationship.