Why you should care

In regards to financial and wealth management, you may be interested in the principals of the 4-way test:

  1. Because you are trusting someone with your financial future
  2. Because trust is as important as expertise and resources
  3. Because those willing to make a philosophy a part of their core business are far more likely to follow it
  4. Because you should ask what people stand for before you do business with them

Roman A. Groch We are a financial services team, and we put our cards on the table for our practices and ethics. So much so, that we created this site to demonstrate them openly and for all to see.

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1 - Mortgages provided by referral.

2 - Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.

HollisWealth® is a trade name of Investia Financial Services Inc.. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through RomAnna Management Inc.