SOLO FINANCIAL SERVICES
© 2024 SOLO Financial Services
Our Services
Our Services
From investing, to creating your own business, to planning and financing high-ranking projects, our expertise and networking in the financial and management areas, will help you achieve the desired success.
From investing, to creating your own business, to planning and financing high-ranking projects, our expertise and networking in the financial and management areas, will help you achieve the desired success.
Financial Planning
Financial Planning
We will look carefully at your specific needs to help you develop a fully personalized plan. We’ll work with you to understand your goals and what you want to achieve, and help you prepare for the risks along the way and take advantage of the opportunities that arise over time.
Taxes
Taxes
Our mission is to make personalized, experienced tax advice available to everyone.
Investment Management
Investment Management
Our approach is focused on portfolio design, risk management, and the selection, retention, and monitoring of talented third-party portfolio managers meeting strict qualitative and quantitative criteria.
Businesses
Businesses
Entrepreneurs often report that getting financing is the most challenging aspect of starting a project or business. There are both government and private-sector sources of financing that you can tap into to get your business or project off the ground. We have a tool where you can find everything that private and government have to offer.
Here, at SOLO F.S, we have deep expertise in financial services and we also look beyond the industry and draw upon our capabilities experience. We tailor these offerings to the needs of our clients to help them solve problems and pursue opportunities in many areas, including:
Growth strategy
Organizational effectiveness
Operational excellence
Compliance
Information technology
Mergers and acquisitions
Management
Private equity
Performance improvements
Customer loyalty and insights