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Take your finances to new heights

We put you in the driver’s seat and provide you with a one-stop-shop for high quality financial products and services.

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How can we help?

Self Directed Account

Retirement accounts that provide customer control.

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Non-Recourse Lending

Leverage your retirement assets to purchase an investment property.

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Business Banking

A variety of business checking accounts to help businesses like you!

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Our Partners and Providers

A Customer-Centered Experience

Hear what our customers have to say.

Jane Doe
Solera Customer

“We’ve been working with Solera on our Self-Directed retirment accounts now for years and they make the process so accessible and straightforward. Any time I have a questions I know I can get someone on the phone with out delay and get the help I need.”

Ben Stiller
Account Manager

“I’ll be using Solera for all of my client’s self-directed IRA accounts. They are literally the best thing to hit the retirement market in a long time.”

Self-Directed Retirement Made Easy

Solo 401k and self-directed IRA accounts provide you with flexibility and discretion with your investments and complete checkbook control. With our non-recourse loans we give you the opportunity to give your retirement investment a boost.

How We Focus on the Customer Experience

We help your financial goals become reality by focusing on providing high quality software solutions.
Our in-house development team is relentless in building cutting edge tools for our customers.