Hilltop Wealth & Tax Solutions
Financial Services, Wealth Management
4100 Edison Lakes Pkwy , Suite 225
Mishawaka, IN 46545 Directions
5.0 out of 5
168 verified ratings
168 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.
Jan 30, 2026
Bill Davis
Always informative and answers questions and concerns.
Tim O.
Dec 11, 2025
Bill Davis
Bill is always patient and thorough. He understands our goals and values. We trust him implicitly.
Jude K.
Nov 14, 2025
Matt Aurenz
I always look forward to meeting Matt. He always looks over me and my needs. He is so knowledgeable and very much appreciated and does a very good job at his profession.
Marcia Cook
Nov 10, 2025
Elizabeth Foley
Beth has been my Financial Advisor for nearly 30 years, and I am very pleased with my investment performance. Beth is very knowledgeable and her guidance on investing has been invaluable. Thank you, Beth!
Mike C.
Nov 7, 2025
Cliff Hawkins
Great experience. The discussion/explanations were very clear and easy to understand.
Tim V.
Nov 1, 2025
Cliff Hawkins
I have had the pleasure of having Cliff as my partner here for the last three years. He is honest and tenacious about my future with me and shares the same passion I do for my future income and investments as I get ready to retire. You couldn’t ask for a better mentor.
Linda K.
Oct 29, 2025
Cliff Hawkins
Excellent meeting, Cliff was very well prepared and listened to our ideas.
Kathleen L.
Oct 24, 2025
Bill Davis
Great advisor! Listens and looks out for his clients.
Mp
Oct 14, 2025
Matt Aurenz
We started working with Matt just before retirement. Matt explained to us what our financial situation would be during retirement, and helped to put us in the strongest position going forward. I really appreciate Matt's guidance and management skills. He really took the time to get to know us and our interests and goals, and works with us. He is really knowledgeable about how everything works and takes the time to explain things clearly. His advice has been very helpful. I recommend Matt highly.
Tom C.
Oct 13, 2025
Erik Brenner
Had a great meeting with Erik recently. Information was very specific to my needs. I walked away with great information and peace of mind.
K.V.
Oct 13, 2025
Erik Brenner
Erik is a strong advocate for his clients. I feel as if my investments are safe and well taken care of. Erik listens to my needs, wants, and concerns. His explanations are clear and he makes sure that I understand. Erik is professional, knowledgeable, kind, and courteous.
Debbie G.
Oct 9, 2025
Elizabeth Foley
Beth is a great advisor and an all around person.
She offers excellent advice and listening to what I have to say.
She has always pointed me in the right direction.
Shelia M.
Oct 3, 2025
Bill Davis
Bill is always a pleasure to visit with. He is knowledgeable and makes sure that we understand what our options are.
Elizabeth S.
Sep 9, 2025
Bill Davis
Always explains so I understand. Very pleased with my growth and his work.
Nancy C.
Sep 3, 2025
Elizabeth Foley
Always good and helpful to talk to Beth
Gary
Aug 29, 2025
Bill Davis
Bill Thanks for your Advise and Wisdom! Good Info as Always and Truely Appreciate You!
Jon B.
Aug 28, 2025
Bill Davis
Bill has always been a great advisor.
Susie C.
Aug 22, 2025
Elizabeth Foley
Beth is always very thorough and explains everything very well for us!
Tom C.
Aug 20, 2025
Bill Davis
I have been a client of Bill davis for 25 years.
He has guided me through the process of saving adequate funds for retirement . He has done teaching me about bonds and stocks. He has helped plan diversified portfolio that has grown over the years.
Bill is the absolute best!
Jane P.
Aug 15, 2025
Bill Davis
I was very pleased with the attention and information provided for me by Mr. Davis. I look forward to continuing my contacts with him.
Irene D.
Aug 13, 2025
Matt Aurenz
It was great!! Mat is a kind person and he takes the time to explain things to me so I can understand what is happening with my investments. I recommend him to anyone who is looking for an investment advisor!
Vickie
Aug 12, 2025
Bill Davis
Very informative.Very confident on advising of investments.
Loren H.
Aug 6, 2025
Erik Brenner
I've known Erik for a long time, and he is always helpful and clear. Yesterday we dealt in a general way with my accounts and decided we needed to get in touch with TIAA/CREF about funds still in their system. Otherwise, we reviewed my various accounts. It was a good meeting.
John M.
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!
R.M.
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
Jodi M.
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!
Aaron S.
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!!
Marcy L.
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.
Judi C.
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.
Kenneth B.
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.
Scott G.
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.
Brian F.
Jul 9, 2025
Matt Aurenz
Always enjoy talking with Matt. Very informative
Marcia S.
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.
John K.
Jul 3, 2025
Bill Davis
Bill has always taken the time to answer our questions. With accurate information. Helpful and informative.
Anonymous
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.
Charlie C.
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.
Bill F.
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.
Michael F.
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.
Dale K.
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.
Bill F.
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.
Laura
Nov 22, 2024
Erik Brenner
Erik is the best in the business. We’ve worked with him for years and have never been disappointed.
Rich D.
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.
Peyton M.
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.
Sharon H.
Oct 16, 2024
Matt Aurenz
Matt is very knowledgeable and easy to work with. Had some ideas we had never considered before.
Michael K.
Oct 16, 2024
Cliff Hawkins
Great- is on top of things
Cheryl S.
Oct 15, 2024
Cliff Hawkins
Fast friendly professional service.
DG M.
Oct 14, 2024
Matt Aurenz
Excellent work I have frequently recommend Matt Aurenz to friends and family.
K.C.
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!
Janice M.
Oct 14, 2024
Bill Davis
Always pleasant, knowledgeable, and financially helpful.
T.G.
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.
Barbara R.