BBB Business Review

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BBB Accredited Business since

Solomon Financial Group, Inc.

Phone: (509) 662-7717 Fax: (509) 667-1181 123 Ohme Garden Rd Ste 1, Wenatchee, WA 98801 View Additional Email Addresses http://www.solomonfg.com


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Description

At Solomon Financial Group, we employ a variety of strategies and methods to ensure that our clients remain fully protected in all areas: financial, insurance, and health. We are a 100% Fee Based firm on the securities side of our business. We don't charge commissions or sales charges on the investments you place with us. We believe in transparency and full fuduciary disclosure to our clients. You always know exactly what you are paying for and the value you are receiving. By using this model, along with Fidelity Institutional Wealth Services (FIWS) as our custodian, we are often able to significantly lower a client's fees and commissions when compared to their current firm or holdings.The full range of our services includes:
 Retirement Planning
Wealth Accumulation
Asset Protection
Tax Planning
Long-Term Care
Estate Planning
Income Planning
IRA & 401k Rollovers
Medicare Planning


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Solomon Financial Group, Inc. 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.

Factors that raised the rating for Solomon Financial Group, Inc. include:

  • Length of time business has been operating
  • No complaints filed with BBB

Industry Ratings Comparison | Chart


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

0 Customer Reviews on Solomon Financial Group, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: January 09, 2004 Business started: 06/13/2002 in WA Business started locally: 06/01/2001 Business incorporated 06/13/2002 in WA
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:

Department of Revenue Washington State
Department of Revenue ( Public Records Division), PO Box 47478, Olympia WA 98504-7477
http://dor.wa.gov/content/Home/Default.aspx
Phone Number: 800-647-7706

Washington State Office of the Insurance Commissioner
P O Box 40244, Olympia WA 98504
Phone Number: 1-800-562-6900

Washington Secretary of State, Corporations Divison
801 Capitol Way South, P.O. Box 40234, Olympia WA 98504-0234
http://www.secstate.wa.gov/corps
Phone Number: 360-753-7115
Fax Number: 360-664-8781

U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
http://www.sec.gov
Fax Number: 202-942-9634

Type of Entity

Corporation

Business Management
Mr. David Solomon, President Mrs. Lisa A. Solomon, Vice President
Contact Information
Principal: Mr. David Solomon, President
Business Category

Financial Planning Consultants Insurance Companies Insurance - Life Insurance - Long Term Care Retirement Planning Service Insurance - Viatical Investment Seminars Estate Planning & Management

Alternate Business Names
Global Financial Private Capital, LLC Integrity Retirement Resources, Inc.
Business Management

Solomon Financial Group's Investment Advisory Services are offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor, located in Sarasota, FL.  Click here to find BBB's Business Review of Global Financial Private Capital LLC.

Industry Ratings Comparison Chart X
Same Relative Size   All Businesses
The information in the chart below represents an industry ratings comparison of businesses which are of the same relative size or for all businesses (see toggle). This is based on BBB's database of businesses located in Eastern Washington, North Idaho and Montana. Businesses may engage in more than one type of business.
X

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.
Details

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.