Solitude Financial Services, Inc
Solitude Financial Services Inc is focused on customized Financial Life Management. We use creative, tax-oriented solutions to enable clients to achieve shorter, safer paths to their financial goals. We use highly interactive tools to connect clients to us and their finances, eliminating static reports. We advise on all aspect of client finance, including retirement, college, insurance, benefits, and debt. Our main product: improved financial contentment through a superior client experience.
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AJ
Andrew Jean
Wealth Advisor · Finance & Accounting
EmailPhone - AV
Ashley Vice
Wealth Advisor · Finance & Accounting
EmailPhone - JF
Jacob Fleming
Associate Wealth Planner · Finance & Accounting
EmailPhone - JK
Jennifer Kidd Finneran
Chief of Staff · General Business & Management
EmailPhone - LM
Lin M.
CCO · General Business & Management
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Solitude Financial Services, Inc
5 distinct titles indexed · top 5 shown.
- 2chief of staff
- 2wealth advisor
- 1associate wealth planner
- 1cco
- 1wealth planner
Sign up to unlock all 8 contacts at Solitude Financial Services, Inc
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