SOLLEY FINANCIAL SERVICES

WELCOME TO OUR SITE!

Solley Financial Services provides a broad array of investment and insurance services to individuals and businesses.  Our goal is to provide independent investment guidance and personalized service through a relationship that is based on integrity, experience, and trust.

We encourage you to explore our site and become familiar with our philosophy and services.  Once you are ready to move forward, we would enjoy the opportunity to meet and discuss just how we can be of value to you.

 WELCOME MESSAGE

 

Becoming a client with us is easy and rewarding.

Click here to fill out our new account form.
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Our Broker-Dealer & Clearing Firm Relationships:

For more information visit www.smhgroup.com & www.Pershing.com
 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →