Company Description

HollisWealth Advisory Services is a reliable financial planning consultant provider situated at 888 Westminster Ave W Ste 110 in Penticton, BC. We are a team of experienced professionals dedicated to helping you achieve your financial goals and securing your future. Our first priority is understanding your unique needs and providing you with tailored solutions. At HollisWealth Advisory Services, we specialize in creating comprehensive financial plans, investments, and insurance solutions to help our clients meet their financial objectives. Our goal is to help you make informed decisions on your financial matters so that you can achieve financial security for your future. For inquiries or to schedule a consultation, please contact us at 2504935725.

Products & Services

financial planning ,   Insurance Solutions ,   Investments