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Soltis Investment Advisors

70 employees

Soltis is an investment advisory firm which delivers financial security and personal freedom to individual and institutional investors.

Basic info

Industry

financial services

Sectors

Multi-Generational Wealth Consulting
Education
Financial Planning
Collaborative Income Tax & Estate Planning
Financial Services
Individual & Institutional Investment Management
Charitable Giving
Fiduciary Services
Risk Management
Retirement Plan Benchmarking & Selection

Date founded

1993

FAQ