Sharon Kendall

Client Service Manager at Soltis Investment Advisors - St. George, UT, US

Sharon Kendall's Colleagues at Soltis Investment Advisors
Tyler Finlinson

Partner, Director of Business Development, Senior Advisor

Contact Tyler Finlinson

Bill CFA

Chief Investment Officer

Contact Bill CFA

Ammon MBA

Senior Investment Associate

Contact Ammon MBA

Rebecca IOM

Client Relationship Manager

Contact Rebecca IOM

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Sharon Kendall's Contact Details
HQ
435-674-1600
Location
Company
Soltis Investment Advisors
Sharon Kendall'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 Sharon Kendall
Sharon Kendall currently works for Soltis Investment Advisors.
Sharon Kendall's role at Soltis Investment Advisors is Client Service Manager.
Sharon Kendall's email address is ***@soltisadvisors.com. To view Sharon Kendall's full email address, please signup to ConnectPlex.
Sharon Kendall works in the Financial Services industry.
Sharon Kendall's colleagues at Soltis Investment Advisors are Tyler Finlinson, Bill CFA, Joyce Madsen, Aaron Montague, Ammon MBA, Jedd Wilson, Rebecca IOM and others.
Sharon Kendall's phone number is 435-674-1600
See more information about Sharon Kendall