The Holland Group Retirement Wealth Advisors is a leading financial advisor in Clearwater, Florida. The Holland Group’s mission is to help its clients make the best decisions for their investments, income tax, and estate planning needs. Steve and Elizabeth Holland established the firm in 1993. She has a diverse background in the financial and insurance industry. She started her career in 1980 at the compliance department of Equitable Life Insurance Company. She has also worked with actuaries and advisors nationwide to help effectively train their staff. Elizabeth has worked directly with regulators on many complex issues and initiatives. She uses her extensive background to work with the financial companies where their clients are invested. Steve has hosted over 1,500 financial workshops explaining the significance of minimizing portfolio risk through diversification, tax minimization, and estate planning. He and his team help clients with six key areas that all work together to help you shape your desired future. They also believe in consolidating their services under one roof, from investment strategies to tax planning to estate planning, which are all important aspects that help your overall financial Plan thrive. They offer many different types of plans to help you preserve and transfer your assets in the future.
3 Best Financial Services in Clearwater, FL
Expert recommended Top 3 Financial Services in Clearwater, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
THE HOLLAND GROUP RETIREMENT WEALTH ADVISORS REVIEWS
We were exploring various companies to help manage our retirement and made appointments with three different ones to get an idea what we were dealing with. Our first one was with The Holland Group and we met Roy. His knowledge and personality impressed us so much that when we got home, I cancelled the other two. The Holland Group will continue to help us and guide us thru the remainder of our days and we look forward to working with them. We are confident that our choice was absolutely the right one and are thrilled to be part of the Holland family!
We have been with the Holland Group for about 6 years. Our advisor is Roy and I can’t say enough about him. The office is very accommodating and easy to talk to someone whenever I call. They’ve done wonders for us so that one day we’ll be able retire comfortably.
We have been working with the Holland Group for a number of years. During that time we’ve had very positive, friendly and knowledgeable experiences working with Steve, Elizabeth and their team of people.
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Dolphin Financial Group is an independent financial service provider in Clearwater, Florida. Daniel J. Wendol is the CEO and founder of Dolphin Financial Group. He completed a Bachelor of Science in Investments from Babson College, graduating with Honors as a Presidential Scholar. He holds his Series 65 license to act in a fiduciary capacity and his life and health license. He resides in Palm Harbor, Florida, and enjoys spending time with his wife and three sons. He and his team strive to be the primary source of financial guidance for people approaching retirement or already in retirement. They specialize in advising on the financial questions many people face during and leading up to retirement. They use easy-to-understand language and educate their clients. As Retirement Planning Specialists, they offer a comprehensive array of services specifically designed to help people retire with peace of mind. Their typical clients are people looking to retire, are in the process of retiring, or have recently begun their retirement.
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• No Charge Initial Consultations.
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DOLPHIN FINANCIAL GROUP REVIEWS
When I first got to Daniel, my healthcare and finances were in a shamble, and he was so kind to spend a lot of time with me to help me sort out the mess and get me back on the right track. Daniel went above and beyond what was expected of him just to help me. He always worked for my best interests through the 2-3 years since I been going to him. There is no one else I would go to. I highly recommend Daniel for his honesty, genuine care to help you with where you are at and doing his best to make sure that you are good now and for the long run.
I'm a disabled veteran who was in need of financial advice. I found Dan via these excellent reviews and am happy to add one of my own. My particular situation isn't exactly retirement-based but Dan helped me by explaining my options, covering a lot of ground in a brief time. Dan is friendly, knowledgeable and accommodating. He cares about his clients. I consider myself very fortunate to have found Dolphin Financial and him.
If you need financial advice and/or are planning for your retirement, Dan is the guy you need to talk to. I have gotten great help and advice and feel so much more comfortable with my upcoming retirement.
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Ackerman Financial Group is a well-known Financial Group in Clearwater. The company is a boutique firm specializing in a proactive approach to your and your family's goals and objectives. Their clients have full access to their team's 33+ years of experience in the markets and the resources that stand behind that. With their preemptive planning approach, their strategies help stabilize your assets in choppy waters when a market storm appears. Whether you are investing in building wealth, protecting your family, or preserving your assets, their personalized service focuses on your needs, wants, and long-term goals and will analyze your cash flow situation to calculate if you're on track for retirement and help ensure your financial confidence. They also provide hand-tailored retirement and tax planning for pre-retirees and those seeking predictable income streams. They can help you address your needs today and for many years to come. They look forward to working with you.
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• 15 Minutes Complimentary Call.
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ACKERMAN FINANCIAL GROUP REVIEWS
I have been impressed by Jake's responsiveness and true desire to gather up all the necessary information that is required to make a determination as to what type of financial recommendations would be best for my situation. I'm certain that he goes through that process with all of his clients. Whenever you reach out to him by text, email or phone call he normally responds within an hour or two depending on his workload. I highly recommend that anybody who's looking for a financial advisor contact him because he really cares about his customers.
Jake Ackerman is a very professional and experienced go getter that has provided great financial information regarding both my business and personal affairs. Would definitely recommend his team.
I don’t have enough nice things to say about Mr. Ackerman he is the most attentive and professional financial advisor I have had. He always makes himself available and is great about explaining Strategies for my specific needs. I will never go anywhere else.
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