BBB Accredited Business Profile

Solomon Financial Group, Inc.

Solomon Financial Group, Inc.

(509) 662-7717

Solomon Financial Group, Inc.

14 years in business

123 Ohme Garden Rd Ste 1
Wenatchee, WA 98801-4500

BBB File Opened: 1/09/2004
Business Started: 6/13/2002
Business Started Locally: 6/01/2001
Type of Entity
Corporation
Business Management
  • Mr. David Solomon, President
  • Mrs. Lisa A. Solomon, Vice President
Contact Information
  • Principal: Mr. David Solomon, President
  • Mrs. Lisa A. Solomon, Vice President
Business Category
  • Financial Planning Consultants
  • Insurance Companies
  • Insurance - Life
  • Insurance - Long Term Care
  • Retirement Planning Service
  • Insurance - Viatical
  • Investment Seminars
  • Estate Planning & Management

Additional Information
  • 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.

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

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:  3

A+

Overview

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

Let's socialize:

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 three years 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.

Solomon Financial Group, Inc.

Solomon Financial Group, Inc.

BBB ACCREDITED SINCE 5/15/2015

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
0%

Composite Score:

0 3