BBB Accredited Business Profile

AGT the Safe Money People

AGT the Safe Money People

(847) 933-9222

AGT the Safe Money People

19 years in business

5009 Oakton St
Skokie, IL 60077-2907

BBB File Opened: 3/14/2007
Business Started: 9/01/1997
Business Started Locally: 9/01/1997
Type of Entity
Limited Liability Corporation
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
  • NAICS: Investment Advice

Alternate Business Names
  • AGT Tax & Insurance Services

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.

Number of Employees:  12

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Overview



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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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

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AGT the Safe Money People

AGT the Safe Money People

BBB ACCREDITED SINCE 9/01/2007

Customer Review Rating:

Positive
87%
Neutral
7%
Negative
7%

Composite Score:

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