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BBB Accredited Business since
BBB Business Reviews may not be reproduced for sales or promotional purposes.
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:
IRA & 401k Rollovers
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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 affect the rating for Solomon Financial Group, Inc. include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
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
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
Phone Number: 360-753-7115
Fax Number: 360-664-8781
U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
Fax Number: 202-942-9634
Type of Entity
Business ManagementMr. David Solomon, President Mrs. Lisa A. Solomon, Vice President
Financial Planning Consultants Insurance Companies Insurance - Life Insurance - Long Term Care Retirement Planning Service Insurance - Viatical Investment Seminars Estate Planning & Management
Alternate Business NamesGlobal Financial Private Capital, LLC Integrity Retirement Resources, Inc.
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.
123 Ohme Garden Rd Ste 1
Wenatchee, WA 98801 Directions
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Types of Complaints Handled by BBB
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BBB Complaint Process
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BBB reports on known government actions that are relevant to the business's marketplace dealings with the public.
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Additional Phone Numbers
- (866) 338-1805(Phone)
Additional Email Addresses
- - Customer Service
- - Communication/Mass Email
- - eQuote
- - Sales
Complaint Trends - Last 3 Years
Customer Review Trends
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
Star Rating scale
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.