About Soltis Investment Advisors
Reviews for Soltis Investment Advisors
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Soltis Investment Advisors in St. George, Utah, is a trusted firm that offers personalized financial planning and investment management. They work with individuals, families, and institutions to create strategies for retirement, cash flow, taxes, risk, estate, and philanthropy. The team is known for their integrity, ethical responsibility, and fiduciary commitment, reflected in their CEFEX certification. Recognized by top rankings from Barron’s, Financial Times, Newsweek, and others, they have a strong reputation for excellence. Clients appreciate their knowledgeable staff and personalized approach, which has helped them achieve significant financial growth and confidence. With many clients trusting Soltis for over 20 years, the firm is praised for its integrity, high-quality service, and dedication to managing family money responsibly for successful retirement and financial success.
Exceptionally knowledgeable Leadership and staff. After spending time with me discussing where I wanted to go with my financial future, Soltis crafted a financial plan for my family and me which has returned significant dividends and growing my financial base. My trust in their financial plan for my family has significantly produced results. Thank you Soltis, from an exceptionally pleased client from Nashville.
Soltis investment advisors has had my accounts for 22 years and have done a far above average than most. 1”0% satisfaction and would recommend to anyone willing to treat your family money as very important for successful retirement
Soltis does a great job with investment.
Many alternative investments that are excellent. .
Clark Taylor is a great CEO.
Many thanks to Melissa Spragg.
They have an outstanding team.