Welcome to the Welland Thorold Road Office of HollisWealth. Financial Planning is a very broad and specialized field and we would like you to know that we can professionally serve you with all of the following services and financial products.
1 - Insurance products provided through Hollis Insurance Inc.
2 - Mortgages provided by referral
3 - Only securities related products and services referenced are offered through Investia Financial Serivces Inc. Please contact your HollisWealth Advisor if you require further clarification.
4 - Income Tax Preparation offered through Third Party Tax Advisors. Investia Financial Serivces Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services. HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance Inc.. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance Inc..