Black’s Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth)

Seniors and caregivers in Peterborough, Ontario can turn to Black’s Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth) for trusted Financial Planning services tailored to the unique needs of aging in place.

Clients rate them highly, with an impressive 5.0 out of 5 stars from 3 reviews.

Their Financial Planning services typically include pension optimization, tax planning for seniors, and investment management.

The financial side of aging often catches families off guard. Between home modifications, care costs, and changing tax situations, expert advice can save thousands and prevent painful surprises.

Contact Black’s Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth) directly at (705) 740-0564, visit them online, or stop by their location at 1189 Clonsilla Ave, Peterborough, ON K9J 5Y6.

Every family’s situation is different. We encourage you to contact Black’s Financial Planning Services Inc. / Investia Financial Serv Inc. (previously HollisWealth) directly to discuss how they can help with your specific needs.