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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.
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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.
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Customer Complaints Summary
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|Problems with Product/Service||0|
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Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||15|
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 ManagementMs. Simcha Safran, Chief Operations Officer
Financial Planning Consultants Insurance Services Financial Services Investment Advice (NAICS: 523930)
Alternate Business NamesAGT Tax & Insurance Services
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview