Solo Financial Services Inc.
Get on the road to financial success
“Success is a journey, not a destination “
What we do
Financial planning
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.
Business administration
Entrepreneurs often report that getting financing is the most challenging aspect of starting a project or business. We have tools to help you find both government and private-sector sources of financing that you can tap into to get your business or project off the ground.
Investment
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.
Areas we can help you with
- Growth Strategy
- Organizational Effectiveness
- Management
- Private Equity
- Information Technology
- Operational Excellence
- Compliance
- Mergers and Acquisitions
- Performance Improvements
- Marketing
Mission
Our mission is to empower our clients to use all of the resources available to their full potential by providing affordable, effective, and custom solutions.
Vision
Our vision is to become a reliable resource available for everyone in providing the best and most unique personalized administrative and financing services to improve our client’s productivity and business strength.
Let’s together build a flourishing future
When connected with us, you aren’t growing your business alone. We have your back and put in our best to contribute to the growth of your entire team and organization. You will have everything in hand to reach your goals with us.