Roger J Solis - Private Wealth Advisor, Ameriprise Financial Services, LLC
12620 World Plaza Lane, Fort Myers, FL 33907
Location & Phone number
12620 World Plaza Ln Ste 3 Bldg 60, Fort Myers, FL 33907, United States
About the Business
Roger J Solis is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 12620 World Plaza Lane in Fort Myers, Florida, United States. Roger holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various client needs. Roger is committed to providing personalized financial advice and helping clients achieve their financial goals.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Good advisor, very personal"
"Highly recommend! I came to see Roger with my parents who were at a point where they needed to make some very tough decisions that I could not help them with. He proved to be a very knowledgeable advisor and extremely trustworthy. He sincerely helped my parents with their financial needs. We are very grateful for his help and so glad we made the choice to work with him."
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