Company Description

HollisWealth - Vernon is a premier financial planning consultancy located at 3317 30th Ave #200, Vernon, BC. With exceptional expertise in the finance industry, our dedicated team of professionals is committed to providing tailor-made solutions to meet the individual needs of our clients. Our comprehensive range of services includes investment planning, retirement planning, estate planning, tax planning, and risk management strategies. We strive to build long-term relationships with our clients, taking into account their goals, aspirations, and risk tolerance. At HollisWealth - Vernon, we pride ourselves on delivering personalized financial solutions that are aligned with our clients' objectives, enabling them to achieve financial well-being and peace of mind. Contact us at 7784750088 to schedule a consultation and embark on a journey towards a secure financial future.

Products & Services

Risk management strategies ,   Investment planning ,   Estate Planning ,   tax planning ,   retirement planning