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October 2023
I can’t complain about anything. Transfers have been easy the people are friendly. Solera holds my Solo 401K and I think they are great.
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March 2023
Rachel provided excellent service. Exceptional client relations. We had a frustrating banking situation and she resolved it w being so very pleasant
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October 2021
Love working with everyone at Solera. Excellent customer service and they are always there to answer the phone. If ever I need a follow up, Solera is on it in the same business day. They've made managing my Solo 401 K a breeze. Highly recommend.