Solley Financial Services
1105 Powers Place, Alpharetta, GA 30009
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 9:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Solley Financial Services is a leading finance institution located at 1105 Powers Place in Alpharetta, Georgia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Solley Financial Services is your trusted partner in financial success.
Reviews
"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."
"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."
"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."
"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 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."
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