Solley Financial Services

My husband and I have been with Bob for more than 25 years and have always been happy with our investments. Since my husbands passing, Bob always keeps me updated and is very thorough in explaining things to me. He is a trusted financial advisor and I wouldn't do business with anyone else.

I have been a Client of Bob's for over 20 years now, and it's always been a pleasure. I look forward to his quarterly phone calls and talking with him about market trends, or buying a particular stock. There have been ups and downs, but lately my funds have been performing well, better than my workplace Fidelity fund. How can I fail to give Bob some of the credit?

My wife and I have worked with Bob for nearly 10 years and he has been the utmost professional in helping us plan and strategize for long term growth and risk management. Bob is extremely responsive and willing to take time (in person or by phone) to discuss options and understanding analyses. We've been very happy with Bob overseeing our various accounts and look forward to a long financial relationship.

Bob is extremely talented and professional. He regularly keeps me informed on the performance of my investments, but also proactively contacts me for suggestions, ideas, etc. I highly recommend him and can't imagine trusting anyone with my money like I trust him.

I reached out to get some help on making a budget for my new wife and I on how to help pay off debit and save for a new house. While Bob didn't help me directly with this, he did offer some good points to help us and wants to stay in touch to continue to help us! Overall great guy!

Bob has been handling my financial affairs since 2014, and has proven to be trustworthy, professional, and extremely knowledgeable about market trends. He is always accessible if I need to contact him, and his financial acumen has benefited my portfolio immeasurably. Wouldn't "trade" him for anyone else!

Bob Solley is an extremely responsive, knowledgeable, accessible and proactive advisor. I have worked with him exclusively over the past 8 years to build and grow a portfolio that has returned well and has me positioned for even better performance going forward. Bob helped identify components of my previous portfolio that were not performing well, and worked to balance investment components to maximize returns while managing risk. He helped me manage to stay even during downturns as well. I highly recommend Bob for his integrity, professionalism and expertise.

Bob is always willing to talk about our needs and goals as we seek to make investments that will benefit our family in the immediate and distant future. If he is unable to answer my call, Bob never fails to call me back in a few minutes. Solley Financial has also been helpful in structuring a insurance plan which will be a key part of our financial protections in the future.

I could not be happier with his services, nor the results he has brought to our financial security through a simple philosophy and consistent effort. When we began investing through Solley Financial I had tried to make investments on my own through discount brokers and was getting no where in a hurry! However, in the time we have had Bob as our financial advisor the value of our investments has grown to more than $500k.

I cannot recommend Solley Financial strong enough, nor offer a strong enough encouragement for you to contact Bob TODAY, if you want someone you can trust who will help you in building wealth for your family's financial future.

I've been investing in the stock market with Bob's firm for over 15 years. Bob is balanced in his approach, working to ensure risks of investing in the market are managed through diversification of investments across industries of companies I wouldn't normally consider. He considers my individual risk tolerance, and makes recommendations based on my preferences and timing of life events (such as pivoting to more conservative investments as college expenses near). Bob is also very responsive - I know I can speak him the same day (more likely the same hour) when I phone him to discuss a trade or market trends overall. Overall the experience in working with him has been positive.

I know Bob for over 18 years. We served on a board of directors for an office complex. Bob was great to work with. He is soft spoken, has great humor, is smart, is responsible and I found him to be very honest and direct. I have recommended a good friend of mine to him for financial planning. He has taken good care of her finances. I trust Bob to take great care of his clients.