What Our Clients Are Saying
There are not enough words to describe how awesome SWM is on top of all the issues needed to manage our finances and our future. They have a great support team and nothing gets past them.
Larry Reuland
This statement is a testimonial made by a client of the financial professional on 10/22/2024.
We always feel like we get so much from our time with Greg and any of the other staff members.Your firm goes above and beyond to meet our needs and help secure our financial future. We sincerely feel like you treat our account as if it was your own and we trust you completely. Thank you for your faithfulness to always do what’s right. God bless each and every one of you and God bless the work of your hands!
Michelle Wolf
This statement is a testimonial made by a client of the financial professional on 9/26/2024.
This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)
This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)
Enjoy the optimism that Greg conveyed. I feel confident and reassured concerning my financial future. Was a positive experience!
Jim Scharffenberger
This statement is a testimonial made by a client of the financial professional on 9/25/2024.
Greg: Thank you for a very informative meeting. We want to learn and feel comfortable about you and your company. Since we just began investing in your company we had a lot of questions. You and your wonderful team has made us feel more comfortable with investing with you.
Bob and Tina Cunard
This statement is a testimonial made by a client of the financial professional on 5/18/2024.
This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)
This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)
I have been with Solis Wealth Management for over 25 years. Greg Solis not only is a great financial adviser but a man of integrity and wisdom. His entire office staff is friendly, helpful and knowledgeable. They are like family.
Lynn Jupina
This statement is a testimonial made by a client of the financial professional on 2/13/2024.
We really appreciate the guidance and assistance provided by the entire Solis Wealth Management team. It’s reassuring to have a trusted partner by our side for the long term!
Mark and Stephanie Maruyama
This statement is a testimonial made by a client of the financial professional on 2/21/2023.
This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)
This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)
We have been with SWM since 1994 and have enjoyed a great business relationship with Greg for all of that time. He has always given us good advice and we are happy with how well our funds have been handled. We are grateful for all his help. He has always been available when we needed to talk about our needs and we view him as a close friend as well as a business associate.
Jeanne and Rex Clark
This statement is a testimonial made by a client of the financial professional on 11/3/2022.
Dave and I could not be more appreciative of Solis Wealth Management. We trust you and you all share our same values and goals for our family. After we got off the phone with Greg today, we both felt confident and secure with our financial portfolio and the guidance you have given us over the years. God bless you all.
David and Christa Jupina
This statement is a testimonial made by a client of the financial professional on 6/2/2022.