This Business Is Not BBB Accredited

AGT the Safe Money People

AGT the Safe Money People

(847) 933-9222

AGT the Safe Money People

20 years in business
5009 Oakton St
Skokie, IL 60077-2907
Fax Numbers
  • (847) 518-2223
Additional Email Addresses
BBB File Opened: 03/14/2007
Business Started: 09/01/1997
Business Started Locally: 09/01/1997
Business Incorporated: 04/18/2003 in IL
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Ms. Simcha Safran, Chief Operations Officer
Contact Information
  • Customer Service: Mr. Charlie Shinneman
Business Category
  • Insurance Services Office
  • Financial Services
  • CPA

Service Area
We service the following area(s): City of Chicago, Near West Suburbs (Western Cook), North Suburbs (Lake & Northern Cook), Northwest Suburbs (McHenry), South Suburbs (Southern Cook), Southwest Suburbs (Will, Grundy & Kendall), West Suburbs (Kane & DuPage)
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.

Out of Business

According to information in BBB files, this business is no longer in business.


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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BBB Reason for Ratings

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

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
This business has no rating because it is out of business.

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.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

AGT the Safe Money People

This Business Is Not BBB Accredited

AGT the Safe Money People

Customer Review Rating:

This business has no complaints filed