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HollisWealth/Okanagan Wealth AdvisorsFinancial advisor in Vernon, BC

HollisWealth/Okanagan Wealth Advisors is a financial advisor at 2706 30th Ave #105, Vernon, BC V1T 2B6, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Vernon, BC0 paid placements in any rankingHow we rank

Key facts

Key facts about HollisWealth/Okanagan Wealth Advisors
Address2706 30th Ave #105, Vernon, BC V1T 2B6Get directions
Phone(250) 558-5431
Websiteokanaganwealthadvisors.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 3 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Vernon and 1 town within 40 km: Okanagan.

Based in Vernon, BCView on map

Opening hours

Opening hours for HollisWealth/Okanagan Wealth Advisors
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about HollisWealth/Okanagan Wealth Advisors

What are HollisWealth/Okanagan Wealth Advisors’ hours?

HollisWealth/Okanagan Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does HollisWealth/Okanagan Wealth Advisors serve?

Serves Vernon and 1 town within 40 km: Okanagan. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about HollisWealth/Okanagan Wealth Advisors?

HollisWealth/Okanagan Wealth Advisors has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact HollisWealth/Okanagan Wealth Advisors?

Call HollisWealth/Okanagan Wealth Advisors on (250) 558-5431. The business is at 2706 30th Ave #105, Vernon, BC V1T 2B6. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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