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What Our Clients Are Saying

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. 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 #622550)

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.

Mark Olson

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.)

Richard and Victory Grund

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.

Matt Johnson

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)

David and Colette Renker

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.

Don DeLair

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)

Judy Sanders

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)

I truly appreciated the working relationship with the whole Solis team. From the top down to the bottom up everyone is professional and caring each time I have a question and or contact with the team. Your time and follow-up commitment to Cathy and myself far exceeds anything I have ever experienced. Keep up the good work – YEA TEAM!
Jerry Perkins
This statement is a testimonial made by a client of the financial professional on 4/8/2026.

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.

Laurie Stack

This statement is a testimonial by a client of the financial professional as of 11/07/2024. The client has not been paid or received any other compensation or 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 #685558.)

Laurie Stack

This statement is a testimonial by a client of the financial professional as of 11/07/2024. The client has not been paid or received any other compensation or 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 #685558.)

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. 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 #622550)

Mark Olson

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.)

Richard and Victory Grund

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)

Matt Johnson

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)

David and Colette Renker

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)

Don DeLair, Headmaster at King’s School of the Desert

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)

Judy Sanders

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)