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Soltis Investment Advisors

Financial Services

Specialities :
Individual & institutional investment management
Financial planning
Collaborative income tax & estate planning
Charitable giving
Risk management

+4

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200

Frequently Asked Questions About Soltis Investment Advisors

What does Soltis investment advisors do?+

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options...

What are Soltis investment advisors's specialties? +

Individual & institutional investment management,financial planning,collaborative income tax & estate planning,charitable giving,risk management,multi-generational wealth consulting,retirement plan benchmarking & selection,education,and fiduciary services

What is Soltis investment advisors's industry? +

Soltis investment advisors operates in the Financial services industry.

What is Soltis investment advisors's revenue? +

Soltis investment advisors's revenue is 11m - 100m

What is Soltis investment advisors's company size? +

Soltis investment advisors has 51 - 200 employees.

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