Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Estate Planning Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Small Business
  • Women's Financial Strategies
  • Insurance

Awards & recognition

  • Roger J Solis, Five Star Wealth Manager, 2013-2017
  • Roger J Solis, Ameriprise Circle of Success, 20123
  • Solis & Associates, Ameriprise Client Experience Award, 2021

Honored to receive recognition

All of us at Solis & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Solis & Associates team and the great experience we work so hard to provide for our clients every day.