Featured Business Financial Advisor in Greenville, SC
Greenville Financial Advisors
DeHollander & Janse Financial Group
3515 Pelham Road, Suite 100
Greenville, SC 29615
Phone Number
“We do the worrying for you.”
Advisor Profile
Roy Janse
Name:  Roy Janse
Website:  Visit Website
Disclosure Link:
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This communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, IN, MD, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Advisor. Review our Terms of Use:https://www.commonwealth.com/terms ofuse.html

About DeHollander & Janse Financial Group

As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources.

By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals.
 

General Information

Number of Years with Current Firm:    10
Years of Experience in Financial Services:    17
Name of Custodial Firm:    NFS
Name of Broker/Dealer:    Commonwealth Financial Network
I work with the following types of clients:    Individual Investors
Work Experience:    We've been helping individuals, families, and corporations in the upstate of South Carolina and across the country for more than 17 years.

With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated solution that's right for you.
I work with the following types of clients:    Non-Profit Organizations, Businesses
States Licensed in:    CA, FL, GA, IL, IN, MD, MS, NC, OH, PA, SC, TN, TX, VA
Firm CRD#:    8032
CRD#:    4568949
States Willing to do Business in:    Arcadia,Boiling Springs,Campobello,Cleveland,Duncan,Easley,Fingerville,Fountain Inn,Gray Court,Greenville,Greer,Inman,Landrum,Liberty,Lyman,Marietta,Mauldin,Moore,Pelzer,Pickens,Piedmont,Reidville,Roebuck,Simpsonville,Slater,Spartanburg,Startex,Taylors,Tigerville,Travelers Rest,Tryon,Wellford,Williamston,Woodruff, NC
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Services Institute (FSI), Financial Planning Association (FPA)
Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
 

Firm Information

Assets Managed by Advisor:    $86mm
Assets Managed by Firm:    $152mm
Firm's Number of Managed Clients:    290
Firm's Number of Clients:    359
Advisor's Number of Managed Clients:    160
Advisor's Number of Clients:    182
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000