wiseradvisor

Roy Janse
DeHollander & Janse Financial Group

Tel: (864) 375-4700
325 Rocky Slope Road, Suite 302
Greenville, SC 29607

We do the worrying for you.

DeHollander & Janse Financial Group | Financial Advisor in Greenville ,SC


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

Firm Start Year:   2009
No.of Employees:   5-9
Name of Broker/Dealer:   Commonwealth Financial Network
Name of Custodial Firm:   NFS
States Licensed in:   CA, FL, GA, IL, IN, MD, MS, NC, OH, PA, SC, TN, TX, VA
Number of Years with Current Firm:   10
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:   Businesses, Non-Profit Organizations, Individual Investors


Services

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


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA), Financial Services Institute (FSI)


Firm Information

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


Board Positions

Organization:  First Baptist Church Greenville  Greenville, SC
Position :  Finance Committee
Duration :  01/01/2020-Currently holding

Organization:  First Baptist Church Greenville  Greenville, SC
Position :  Foundation Committee
Duration :  01/01/2017-Currently holding


Education

Bachelor of Commerce - Management Information Systems  University of Alberta - Edmonton, Alberta, Canada
1989- 1993



Faqs

  • Will you be the only person working with me? No we have a full team of which various members are assigned to every client we work with.
  • How are you compensated? How will I pay for your services? We are predominantly fee-based. We also offer flat fee pricing options.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We can customize our services, but for the majority of our clients we manage their portfolios with discretionary trading authority that is based on a customized Investment Policy Statement.
  • Have you ever been charged with any breaches? No
  • What financial institution(s) do you represent? Commonwealth Financial Network, the nation's largest, privately held Registered Investment Advisor - independent broker/dealer.
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Disclaimer

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

Roy Janse

Roy Janse

CERTIFIED FINANCIAL PLANNER" Certificant

Roy's priority is assisting his clients in pursuing their unique financial goals with the greatest confidence. By developing sophisticated financial plans as well as managing customized investment portfolios, Roy and his team help their clients pursue their financial goals with decreased volatility and optimized returns. He has built a strong practice working with individuals, couples, small business owners, and corporations.

During the summer of 1996, Roy participated in the 1996 Atlanta Olympic Summer Games as a member of the Canadian sailing team. He and his teammate placed 11th in the two person Tornado catamaran event. As a financial advisor, Roy takes the same high level Olympic performance approach in helping clients identify, plan and achieve their financial goals.

Roy began his financial career in 2002 as a personal and business financial advisor for a national firm. Seeking to offer his clients true independent and fiduciary level advice, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC.

Since then, he has developed a diverse and talented team of advisors and support personnel to provide the level of investment management, financial planning and service his clients have come to expect.

We all have goals and we all have worries. Roy's team can help you accomplish your goals, while doing the worrying for you.

My Team

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

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

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