Soltis Investment Advisors Named to Financial Times 401 Top Retirement Plan Advisors List
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"We are pleased to be included on the
In addition to the minimum criteria, Soltis was evaluated on total plan AUM, growth in plan business, plan expertise and experience, participation rate, industry certifications and compliance record. The firm is also among the first investment advisors globally to successfully complete the independent certification process of CEFEX (
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