Hollis Wealth
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1351 Mountain Rd, Moncton, New Brunswick...Phone Number
(506) 857-0757Website
www.robertsonoffice.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Hollis Wealth
Robertson Private Wealth Counsel, based in Moncton, New Brunswick, offers over 120 years of combined experience in wealth management. They provide comprehensive wealth planning services, focusing on tax optimization, efficient portfolio strategies, and retirement planning. Their intended clients include individuals looking to build wealth, plan for retirement, or manage intergenerational assets. The firm emphasizes a holistic approach to adapt to the evolving needs of their clients.Explore more
Popular SearchesHollis WealthRobertson Private Wealth CounselHollisWealth Insurance Agency LtdiA Private Wealth IncSIC Code 62,628NAICS Code 52,523Show more
Hollis Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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JS
Jamie SuprunSenior Ia Private Wealth Insurance Wealth Advisor & Ia Private Wealth Insurance Advisor
Company Profile Activity
Activity Insights
Hollis Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Hollis Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hollis Wealth.
Hollis Wealth Tech Stack
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Robertson Private Wealth Counsel, based in Moncton, New Brunswick, offers over 120 years of combined experience in wealth management. They provide comprehensive wealth planning services, focusing on tax optimization, efficient portfolio strategies, and retirement planning. Their intended clients include individuals looking to build wealth, plan for... Read More
