Forbes Recognizes Greg Solis as a Best In-State Wealth Advisor
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La Quinta, CA – April 15, 2024 – Greg R. Solis, AIF®, an independent LPL Financial advisor in La Quinta, CA, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Greg was recognized as the No. 49 advisor in California. […]
Unlocking Education Savings | March 04, 2024
Unlocking Education Savings: Exploring the New 529 to Roth Conversion Rules We’re excited to share with you the potential game-changer in education savings – the new 529 to Roth conversion rules. While this innovative approach could bring significant advantages, it’s important to note that as of now, these conversions have not been approved by California […]
Greg’s Client Update | February 26, 2024
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material […]