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Joe Figliomeni

HollisWealth Inc., New Hamburg, ON

Certified Financial Planner, Joe Figliomeni CFP®

Joe Figliomeni finds plenty of ways to give back to the community.

How long have you been in business, and how many employees do you have?
The office has been here since 1997. We have three employees.

Were you born in New Hamburg?
No. I was born in Schreiber, Ontario (near Thunder Bay). After college I moved to SW Ontario. I live really close to New Hamburg - Shakespeare.

What do you love most about New Hamburg?
The small town feeling and community functions.

Do you belong to any service clubs or do volunteer work?
I belong to the New Hamburg board of trade (I'm on the executive), St Joseph's Church, Knights of Columbus, and PCFDC. I'm currently the treasurer of the Perth Community Futures (helps small and medium businesses).

Do you have any family in New Hamburg?
Adele Figliomeni - artist and civil engineer - and children, Sophia and Joey.  Plus Abby, our shitzu dog.

Which aspect of your business do you enjoy the most?
I have always enjoyed the customer interactions. Discussing family and developing relationships with the clients.

 

Hollis Wealth's offices in downtown New Hamburg

Joe's wife, Adele, is a local artist.

"I was born in Schreiber, Ontario (near Thunder Bay). After college I moved to SW Ontario. I live really close to New Hamburg - Shakespeare."

 

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Contact Details

Joe Figliomeni
HollisWealth Inc.

Address:
148 Peel Street, Unit 1b,
New Hamburg, ON,
N3A 1E3

Phone: 519-662-4001
Fax: 519-662-9450
Email
Website

Hours:

  • Monday to Friday
    9:00am - 5:00pm 
  • Evenings and weekends
    By appointment

Services:

  • Investment management
  • Financial planning
  • Retirement preparation
 

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