About

 

About

Joe Figliomeni

Courtney Beach

Ben Tennant

 

Located in the heart of New Hamburg, the office has been a part of the streetscape since 1997.

Our team of advisors are professional experts whose knowledge ensures clients receive the best possible advice. Our focus is on you, your unique needs and on giving you peace of mind. 

We coordinate with professionals in the various fields of accounting, law and insurance to ensure a comprehensive personalized financial plan. 

Getting you to Know us, Like us, and Trust us, by providing you with the best advice suitable to your unique financial needs, while building a strong professional relationship.

   

Joe Figliomeni

CGA, CPA, CERTIFIED FINANCIAL PLANNER®

 

Courtney Beach

Associate Advisor

 

Ben Tennant

Associate Advisor

 

Visit
148 Peel Street Unit 1B,
New Hamburg, ON

Call
T: 1-888-218-7283
T: 519-662-4001
F: 519-662-9450

Social Media


Read our blog

 

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered. HollisWealth is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.

 

HollisWealth is a trade name of HollisWealth Advisory Services Inc. Mutual Fund products are provided through HollisWealth Advisory Services Inc. TM Trademark of The Bank of Nova Scotia, used under license.

 

™ Trademark of The Bank of Nova Scotia, used under licence.

©  Joe Figliomeni   |   Privacy Policy

Website: Common Sense Design

Doug Wagner Joe Figliomeni