Client Post Appointment Survey
Thank you for taking time to meet with me; I always look forward to spending time with you. I hope you found our time together informative and insightful. As you know, it is always our desire to not just do a good job, but an exceptional job for you. With that in mind, we would appreciate it if you would take this short survey to let us know if we are fulfilling and exceeding all of your expectations.
Contact us
Call: 1-760-771-3339
info@soliswealth.com
Address:
Solis Wealth Management, Inc
78-075 Main Street, Suite 204
La Quinta, CA 92253
The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Greg Solis is domiciled, and his principle place of business is CA.
CA Insurance # 0795867
© 2022 Solis Wealth Management INC. All Rights Reserved
© 2022 Solis Wealth Management INC. All Rights Reserved