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Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it's our mission to simplify the complexities of your financial life so you can focus on what matters most.

  • Are you nervous about market volatility?
  • Do you wonder if you are truly prepared for retirement?
  • Do you have specific questions about your financial plan?
  • Would you like a second opinion on your investments or retirement plan?


We're Here to Help Virtually

We are here to help virtually. We offer a no-cost introductory Q & A session to help answer your questions, learn more about your goals, and see how we may be able to help.

 

In our no-cost introductory phone call, we’ll discuss:

  • Which financial questions do you have?
  • What worries you about your financial future?
  • What are your concerns or goals when it comes to investing?

During our discussion, we’ll answer any specific questions you may have and take the time to learn about yours values, goals, and objectives.

 

What Do You Need To Do To Prepare For Our Call?

You don’t need to do anything to prepare for the meeting and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!

 

Get Started Now

Schedule your complimentary 30-minute introductory phone call today to:

  • Plan to maximize your financial future
  • Answer your specific questions
  • Get personalized recommendations for your unique situation


 

 

You may also call 617-523-5656 or email info@taholland.com.


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. And, as a fully independent insurance agency representing multiple companies, we work directly for you to offer all lines of personal and business insurance, striving to maximize your coverage while minimizing your costs. 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. To learn more about how we can help you, visit our website and reach out to us to schedule a complimentary get-acquainted meeting.