Bernard Braudis

Wealth Management, Lead Advisor at Soltis Investment Advisors - St. George, UT, US

Bernard Braudis's Colleagues at Soltis Investment Advisors
Tyler Finlinson

Partner, Director of Business Development, Senior Advisor

Contact Tyler Finlinson

Bill CFA

Chief Investment Officer

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Bernard Braudis's Contact Details
HQ
435-674-1600
Location
Boston,Massachusetts,United States
Company
Soltis Investment Advisors
Bernard Braudis's Company Details
Soltis Investment Advisors logo, Soltis Investment Advisors contact details

Soltis Investment Advisors

St. George, UT, US • 50 - 99 Employees
Financial Services

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest.Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.

Individual & Institutional Investment Management Financial Planning Collaborative Income Tax & Estate Planning Charitable Giving Risk Management Multi-Generational Wealth Consulting Retirement Plan Benchmarking & Selection Education Fiduciary Services Individual & Institutional Investment Management Collaborative Income Tax & Estate Planning Retirement Plan Benchmarking & Selection Financial Services Financial Advisory Services
Details about Soltis Investment Advisors
Frequently Asked Questions about Bernard Braudis
Bernard Braudis currently works for Soltis Investment Advisors.
Bernard Braudis's role at Soltis Investment Advisors is Wealth Management, Lead Advisor.
Bernard Braudis's email address is ***@soltisadvisors.com. To view Bernard Braudis's full email address, please signup to ConnectPlex.
Bernard Braudis works in the Financial Services industry.
Bernard Braudis's colleagues at Soltis Investment Advisors are Tyler Finlinson, Bill CFA, Ryan Ennis, Hal Anderson, Kelli Holmstead, Rebecca Briesmaster, Jill Homer and others.
Bernard Braudis's phone number is 435-674-1600
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