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Browse the Top Insurance Agencies Serving Summerland, BC

See what insurance agencies serving Summerland, BC offer, from personal policies to commercial coverage and policy assistance. Review business profiles, read customer feedback and contact agencies that match your insurance requirements.
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Holistic Wealth
15 Years
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Holistic Wealth provides comprehensive financial planning, investment management, and insurance services. Our client-focused approach integrates all aspects of personal finance to create tailored strategies. With expertise in retirement planning, tax optimization, and estate management, we serve individuals nationwide from our base in Summerland, BC.
Financial Planning Investment Advice Insurance Services
Comprehensive financial solutions Personalized approach Expertise in retirement planning
(250) 494-1130 Call Profile
Kelowna (34.2 km) Vernon (79.2 km)