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KLT Wealth Management/Investia Financial Services Inc.

  1. New Hamburg
  2. New Hamburg Finance

Reviews, get directions and information for KLT Wealth Management/Investia Financial Services Inc.

KLT Wealth Management/Investia Financial Services Inc.
"We offer an opportunity for you to work with us in developing your financial planning which includes investment management, cashflow planning, taxation strategies, risk management and estate planning."
Address: 148 Peel St unit 1b, New Hamburg, ON N3A 1E3, Canada
Phone: (519) 662-4001
State: Ontario
County: Waterloo Regional Municipality
City: New Hamburg
Zip Code: N3A 1E3


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info
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Reviews
We've been using brad as our finance person for around 4 years now. He's honestly made our lives so much easier. I am self employed which can make finances very complicated but brad makes our lives so simple handling everything. He saves us money on taxes /earns us money on our investments I can not recommend him enough!
I would like to comment on how much I like your monthly podcasts hosted by Brad with Courtney and Joe. Very informative. And you select excellent guests. The recent podcast with the accountant from MNP on getting prepared for year end was excellent.
Brad and the KLT team have been beyond helpful in providing guidance toward my financial success. Brad has time and again shown me how to better organize myself financially through various milestones in the years we have been connected. I would and do recommend KLT to all my close family and friends.
I've been with Joe since 2010 and there is no one else I would trust more with my financial holdings. KLT Know, Like, Trust is a perfect name for them because they embody all of these words. Joe knows me and listens to my hopes, dreams & concerns so that my financial portfolio reflects my needs. I like that they are always available to answer my questions and have a yearly "check-in" to make sure all is well. So, because of the relationship that has been built, I trust Joe completely with my investments. It's very important for me to have a familiar and trusted person to handle my investments unlike in the banks where there will be a new person each time you go, and for me, that person is Joe, along with his staff at KLT.
Prior to meeting Joe Figliomeni, my wife and I were in the care of a part-time financial advisor, who didn't really advise and our finances were not being managed well at all. Joe and his staff have changed that in the past 7 years or so. Joe has managed our portfolio to help position us for maximum return and minimal risk, as well as helping us to prepare for our children's education and our retirement. He and his staff take time to answer our questions and ease our financial worries. KLT Wealth Management is certainly a group that knows what they're doing, like what they do and you can trust. Update: Our portfolio has grown significantly over the past few years with KLT's wealth management expertise. Joe watches the market and alerts us when investments are not realizing their potential, offering alternatives with better returns and diverse exposure. He also is quick to respond to market changes and a calm voice in a storm. A lot to Know, Like and Trust.
Joseph Figliomeni has been our trusted Financial Planner for over seven years. Since partnering with Investia Financial Services Inc., Joe and his team at KLT Wealth Management have worked to meet our financial goals by structuring our Investment Portfolio to provide reliable retirement income and growth. Know: Joe and his team know our needs and our risk tolerance; it shows with every suggestion or recommentation they provide. Like: Always available to help by phone, email or with a personal appointment, with personal-feeling service quality. Trust: Keeping us up to date on current market issues and investment opportunities as they relate to our current portfolio and future plans. I recommend KLT Wealth Management! Herms Radatus
We have trusted the management of our retirement savings to KLT since 2010. I highly recommend Joe and his team to develop an investment and personal insurance plan that is appropriate for your individual situation and time horizon.
Very happy with Joe and his team. He is always willing to give you his honest answer, even if it's not in his best interest and has done a great job with my investments to date.
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