It’s hard to believe that T.A. Holland & Co. has reached this incredible milestone, but we have now been faithfully serving clients for 100 years! We’ve been building relationships with individuals, families, and businesses that span time and generations, helping them live the lives they desire while also protecting their finances. We want to take this historic moment to celebrate our progress, thank our current clients who have been instrumental in our success, and share a bit about how we got to where we are today.
T.A. Holland History 101
Rewind all the way back to 1920, when T.A. Holland & Co. was founded in Boston, Massachusetts. To this day, we still have a Boston office, and in 2010, we expanded and opened a second office in Plymouth, Massachusetts, and thanks to technology, we now serve clients nationwide.
While our firm has changed and grown throughout the years, one thing has stayed the same: our commitment to making our clients our number-one priority and providing personalized guidance and solutions to help them take care of their financial needs and goals. This is possible because of our independence. We can put you first without conflicts of interest or quotas clouding our advice.
Our company is unique in that we are both an independent financial firm and an independent insurance company. Our insurance division represents multiple companies and works directly for you to make sure you have all the insurance coverage you need for your personal life or your business.
Our financial services division focuses on providing the resources and strategies our clients need to grow and preserve their wealth. John Hellmuth joined the team as head of financial services in 1990 as a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant (ChFC®), and 30 years later, he now serves T.A. Holland’s clients alongside his daughter, Lindsay, and son, Tom, both CFP® practitioners.
Our Values Center On You
We have experienced much growth since our inception a century ago, but our dedication to our clients and our belief in the importance of operating as an independent company has never wavered. Our financial services division is and will continue to be a family-oriented business. As we, as a family, partner with you, we want you to know that we value your family, your dreams, and your concerns.
Thank you for the privilege of letting us serve you. We feel genuinely blessed to be part of your lives and we wouldn’t be where we are without you. Thank you for your loyalty, your introductions, and your trust in us. We do not take it lightly, and we strive to continually serve you better each and every day. To learn more about what we do and how we can help you, reach out to us at firstname.lastname@example.org or 617-523-5656 to schedule a complimentary appointment so we can get to know each other. We look forward to serving you.
About T.A. Holland & Co.
T.A. Holland & Co. was founded in Boston, Massachusetts, in 1920 and serves individuals and businesses throughout the country with their financial needs. We provide cutting-edge financial services with a broad array of solutions to help our clients grow and preserve their wealth. We have seen good and bad economic times. Throughout it all, T.A. Holland & Co. has thrived by always making the customer our number-one priority. We get to know you and understand your needs so we can provide you with the proper guidance and strategies. Our senior vice president, John Hellmuth, has been at the helm of T.A. Holland’s financial services since 1990, but he doesn’t do this job alone. He is joined by his two children, Lindsay Hellmuth and Thomas Hellmuth. As CERTIFIED FINANCIAL PLANNER® (CFP®) practitioners, our financial services team has the knowledge and experience to help you solve your most pressing financial challenges. To learn more about how we can help you, visit our website and reach out to us to schedule a complimentary get-acquainted meeting.