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BBB Accredited Business since

AGT the Safe Money People

Phone: (847) 933-9222 Fax: (847) 518-2223 5009 Oakton St, Skokie, IL 60077 View Additional Email Addresses

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AGT The Safe Money People are financial planning consultants which assist individuals in planning for retirement and financial health by hosting financial planning workshops, providing financial education services, and offering tax preparation for senior citizens and others. Located in Skokie, IL, this company serves the northern suburbs of Chicago, including Evanston, Wilmette, Winnetka, Morton Grove, Norwood Park, Glenview, Northfield, Norridge, Harwood Heights, Northbrook, Park Ridge, Des Plaines, Mt Prospect, Glencoe, Kenilworth, Lincolnwood, Highland Park, Riverwoods, and Wheeling.

The company has been in business since 1997 and is led by Aryeh Goldbloom, who graduated from Cal Poly Tech with a business-finance degree and started his career as a financial consultant to small businesses before moving to Chicago to join The Financial Group and became the top financial planner in the firm. In 2001 he went independent to work exclusively with safe investments that are not subject to market risk; none of his clients lost any money in the market crashes of 2000 through 2002 or 2007 through 2009.

This company provides income planning services, insurance planning services, estate planning services, and tax planning services, as well as seminars and workshops which teach individuals how to manage their money during retirement in order to receive the best return on their investment. Their website also features a variety of educational posts meant to teach their clients about how best to manage their money and investments.

Visit the website for AGT The Safe Money People to learn more about their services, read their informative blog posts, and contact the company to schedule an appointment.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that AGT the Safe Money People meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

15 Customer Reviews on AGT the Safe Money People
Customer Experience Total Customer Reviews
Positive Experience 13
Neutral Experience 1
Negative Experience 1
Total Customer Reviews 15

Additional Information

BBB file opened: March 14, 2007 Business started: 09/01/1997 in IL Business started locally: 09/01/1997 Business incorporated 04/18/2003 in IL
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420

Financial Industry Regulatory Authority

Type of Entity

Limited Liability Company (LLC)

Business Management
Ms. Simcha Safran, Chief Operations Officer
Contact Information
Principal: Ms. Simcha Safran, Chief Operations Officer
Business Category

Financial Planning Consultants Insurance Services Financial Services Investment Advice (NAICS: 523930)

Alternate Business Names
AGT Tax & Insurance Services

Customer Review Rating plus BBB Rating Summary

AGT the Safe Money People has received 4.87 out of 5 stars based on 15 Customer Reviews and a BBB Rating of A+.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.