Hilltop Wealth & Tax Solutions
Financial Services, Wealth Management
4100 Edison Lakes Pkwy , Suite 225
Mishawaka, IN 46545 Directions
5.0 out of 5
145 verified ratings
145 Verified Ratings
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid to any client for such testimonials. Hilltop Wealth Solutions does pay Amplify Reviews, LLC to collect and provide a digital footprint for their client’s testimonials.
Jul 31, 2025
Bill Davis
Informative and mindful. We feel like Bill is our own personal financial genius…for over 20 years!!
It was so wonderful to be in his company for our quarterly update!
Jul 30, 2025
Matt Aurenz
Matt is always personable, makes sure that all my quest are answered, and updates me in simple /easy to understand presentations. Thanks Matt. Lucky to have you as my advisor
Jul 25, 2025
Cliff Hawkins
Cliff has been our Financial Advisor for many years. He is always available for us when we call or email. His knowledge of the markets and different products to maximize our returns is phenomenal. He takes the time to make sure all his clients are taken care of with a personal touch!
Jul 24, 2025
Bill Davis
Bill has been my advisor for many years. He does a fine job of keeping me informed, always with explanations that I can understand.
He is patient, answers any questions and he, with the help of Ashleigh, makes sure all documents are up to date and business is current.
I am not concerned about my finances, because they are. Win win!!
Jul 24, 2025
Bill Davis
Great to have Bill back. As always he was very thorough and explained everything perfectly. Glad to have him as my advisor.
Jul 19, 2025
Erik Brenner
We met with Eric to discuss our account. Very informative, and Eric answered all of our questions, making sure we understood before moving on. We highly recommend Hilltop Wealth Solutions.
Jul 11, 2025
Matt Aurenz
Met with Matt yesterday. Matt works hard for his clients. That is why he has been my advisor for over twenty years. Our focus yesterday was on my taxes.
Jul 11, 2025
Cliff Hawkins
Life has recently thrown us a curveball. Cliff listened, asked questions, walked us through several options, and explained the current and future results to help guide us to a decision.
Jul 9, 2025
Matt Aurenz
Always enjoy talking with Matt. Very informative
Jul 4, 2025
Bill Davis
We have worked with Bill for quite some time now and believe he is one of the best advisors. And Hilltop has access to sources of information that help them to guide us in the best way possible.
Jul 3, 2025
Bill Davis
Bill has always taken the time to answer our questions. With accurate information. Helpful and informative.
Jun 30, 2025
Cliff Hawkins
Cliff Hawkins is an incredible spirit and the best wealth advisor anyone could hope for. His positive attitude rubs off on you instantly. His knowledge and professionalism and desire to see you succeed make him exactly who you want in your corner to achieve your financial goals.
Jun 24, 2025
Erik Brenner
Erik is gracious and personable. He always asks about our family and topics that are important to us, so I know he listens. Erik is a skilled financial planner who has guided us through different stages of life with solid strategies. He even joined us in a conference call with our pension advisor to make sure we had a clear understanding of our retirement options. Erik is a knowledgeable professional who keeps up with the latest financial technologies and tools. His commitment to growth and improvement in his trade impresses me.
Jun 20, 2025
We had a good phone chat & decided not to make any changes in our risk level. We have been with Erik for about 25 years & have done quite well with our investments.
Jun 12, 2025
Bill Davis
Bill is so much more than a financial advisor. He listens intently and is always ready to tailor his suggestions to your needs. He is also just a great friend and always fun to be with.
May 1, 2025
Erik Brenner
Erik is very engaging and listens well to all our concerns. He explains options in terms we can understand which has build our trust and confidence in him. I would not hesitate to refer him to others.
Mar 3, 2025
Cliff Hawkins
Hi Cliff: I just wanted you to know how much I appreciate
your time in understanding my concerns for the in and outs
of buying and selling. It is overwhelming to me, but you seem to understand that by letting me know how you take the time to bring everything together that will work the best for me. Again, thanks for the time.
Nov 22, 2024
Erik Brenner
Erik is the best in the business. We’ve worked with him for years and have never been disappointed.
Oct 20, 2024
Matt Aurenz
I recently had the pleasure of working with Matt, and I would recommend him to my family and friends. Matt takes the time to understand my financial goals and personal situation, crafting a tailored plan that truly addresses my needs. He is incredibly knowledgeable and up-to-date on market trends, which gives me confidence in his advice. Matt patiently answers all my questions, ensuring I feel comfortable with every decision we make. His communication is top-notch; I always feel informed and supported throughout the process.
Oct 19, 2024
Elizabeth Foley
Thoughtful, caring, respectful, excellent listener, very knowledgeable, patient, thoroughly explains everything, genuine and sincere. I trust her recommendations and counsel that always allows for my entering into the decision making process. I am very grateful that Beth is my planner and advisor.
Oct 16, 2024
Matt Aurenz
Matt is very knowledgeable and easy to work with. Had some ideas we had never considered before.
Oct 16, 2024
Cliff Hawkins
Great- is on top of things
Oct 15, 2024
Cliff Hawkins
Fast friendly professional service.
Oct 14, 2024
Matt Aurenz
Excellent work I have frequently recommend Matt Aurenz to friends and family.
Oct 14, 2024
Bill Davis
Everyone is always available to help! I love the convenience of our personal meetings at my home. As someone who is not familiar with finance, Bill always explains things so that I can understand it!
Oct 14, 2024
Bill Davis
Always pleasant, knowledgeable, and financially helpful.
Oct 12, 2024
Elizabeth Foley
Beth is personable and very intelligent with design and skills in handling issues that reassures clients of their investment opportunities.
Oct 12, 2024
Bill Davis
Accommodating schedule, knowledgeable advice, kind personality.
Oct 11, 2024
Cliff Hawkins
Cliff is a great financial advisor, he has his clients best interests and works very hard for them. He is always available, very personable and he goes beyond being our advisor. Give Cliff a call!
Oct 11, 2024
Elizabeth Foley
Beth gives us great confidence because she is honest sincere well researched and very smart. Throw in kind and efficient and you couldn’t ask for a better financial advisor.
Oct 10, 2024
Bill Davis
Bill has always had our best interests at heart. We are confident in his ability to help with our transition into retirement!
Oct 7, 2024
Bill Davis
Bill is a fantastic advisor. Seek his help with confidence!
Oct 7, 2024
Bill Davis
Always an informative experience. Bill meets all of our financial needs!
Oct 7, 2024
Bill Davis
Bill Davis has been like a good Brother you can trust him and what he says and I can sleep good at night keep up the great work and Jehova God Bless you
Oct 4, 2024
Matt Aurenz
Matt is a great guy. He is a great listener and gives great financial advise. We have recommended him to several of our friends.
Oct 2, 2024
Bill Davis
All Of my experiences with Hilltop have earned my 5 stars. Bill takes care of my retirement funds and keeps me updated on options for me to consider, and Kim and her staff take care of my tax returns each year in a most efficient manner so all I need to do is organize my year's statements and turn them over for Hilltop to prepare my returns.
Sep 30, 2024
Elizabeth Foley
Always available to answer questions and personalize my portfolio....
Sep 30, 2024
Matt Aurenz
We have found Matt to be the best financial rep we have ever engaged with. He is prompt in his replies and he really cares for his clients. A joy to work with.
Sep 30, 2024
Matt Aurenz
Conscientious, prompt, proactive. All round excellent representative.
Sep 30, 2024
Erik Brenner
Erik has been a superb ally to help navigate us through the retirement financial planning. Erik is very professional, patient, friendly, genuine, and extremely knowledgeable. We consider ourselves very fortunate to have his guidance and assistance!
Sep 29, 2024
Matt Aurenz
We love working with Matt. He is so easy to talk to. He is very knowledgeable in his field, and explains everything in an easy to understand way. We would highly recommend him to anyone looking for a hard working and dedicated financial advisor.
Sep 28, 2024
Elizabeth Foley
Elizabeth is amazing. She gets to know her clients as individuals. She makes financial novices feel comfortable and educates them as she works to help them achieve their goals. She is incredibly knowledgeable while being honest with a big heart. I know my finances are well taken care of with Elizabeth.
Sep 28, 2024
Matt Aurenz
Each time I talk to Matt I feel like I learn something new. He has been fantastic to work with and very responsive whether I call or email. My daughter works with him as well, and she also puts him in high regard. He is very trustworthy and cares about us as people.
Sep 28, 2024
Bill Davis
Excellent
Sep 28, 2024
Matt Aurenz
We've enjoyed working with Matt. He is very professional and knowledgeable. And he has a great sense of humor. We are able to discuss all money matters along with investments. We truly value his thoughts and knowledge. We highly recommend him to all of our family and friends.
Sep 28, 2024
Matt Aurenz
Interactive while Matt explained in detail retirement scenarios - Matt is very informative yet interpersonal & client-focused!
Sep 28, 2024
Bill Davis
Bill is always ready to answer any questions I might have. Very knowledgeable and helps make sure my investments are working for me.
Sep 27, 2024
Elizabeth Foley
Although I am a relatively new client, I feel quite comfortable and confident in my decision to trust these folks with my resources.
Sep 27, 2024
Bill Davis
Excellent, Bill is very knowledgeable. He is also personable!'
Sep 27, 2024
Erik Brenner
Erik always has our best interest in mind. He is honest and encouraging when we are in bad economic times. I always have a better outlook after we meet.