KLT Wealth Management/Investia Financial Services Inc.

Joe and his team have gone above and beyond in supporting our families financial needs! From savings for the kids to retirement savings Joe provides down to earth advice in a calm and friendly atmosphere. I would highly recommend his services!

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.

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.

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.

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