Why The Solomon Group?

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Our Expertise

The team at The Solomon Group boast over 50 years of financial services experience and would love to help you find a good path for you and your family.

  • Investing
  • Insurance
  • Taxes
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Our People

The compassion and devotion at The Solomon Group is beyond compare. Our team truly thinks about what’s best for you and works with you to make that happen.

  • Guided by Service, Teamwork, Accountability, Integrity and Responsibility
  • Passion for helping families succeed financially

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Our Approach

We approach financial planning a little differently. We understand that you might be planning for major life events, such as having a baby, getting married or your retirement. We’re here to help.

  • Putting your child through college
  • Elderly and estate planning
  • Retirement and investing

our opportunity

Our Opportunity

The Solomon Group Wants YOU! We are building our nationwide network with Part Time Advisors. This is the “Big Leagues” and try outs are right now! Whether you are looking for a career change or just an opportunity to make extra money doing something you love, join us EVERY TUESDAY at 7 pm- 9 pm for “Career Change Night”. Our biggest requirement: You gotta love people! We will teach you the rest!

Founder’s Message

What is a financial advisor?

Just exactly what IS a financial advisor? Ask around, and you will get many different answers. Here is what it means to us: A financial advisor is a trusted member of your financial and planning team where money issues are concerned. A true financial advisor will help you recognize both opportunities and stumbling blocks as you build your financial plan. At The Solomon Group, your financial advisor will be there to help you best understand the issues pertinent to you and your family and do so in an unobtrusive manner. Remember, Your advisor works FOR YOU, and is always at your service, regardless of the need, regardless of your account size. Our advisors will guide you in the issues of investing, life insurance, tax planning through our Tax Company, college planning, debt management, budgeting, and much more.

Our Areas of Expertise

Investing

Investing in today’s market can be tricky. Make sure you have the right kind of investments for your own goals, temperament, and situation. The Solomon Group does not sell proprietary products and is free to offer multiple choices for each client. Each of our licensed advisors has passed rigorous examinations to work for you. The Solomon Group, in strict adherence to agent continuing education, recently initiated a “Double Continuing Education Program” where we require each of our licensed agents to complete 200% of the state requirements. While it is tougher on our advisors, we believe it gives our team that slight edge when working with our precious clients.

Insurance

We will review your needs and current plans to make sure you are on the right track. life insurance, health insurance, medicare supplement insurance, accident and dental insurance, long term care insurance are all areas where we are licensed and eager to have a discussion. Any analysis of insurance programs is free of charge and there is NEVER an obligation to buy anything from our advisors.

Taxes

Taxes could be the single biggest bill you pay in your lifetime! Doesn’t it make sense that you would visit regularly with your tax professional to make sure that they AND your advisor are on the same page? At the Solomon Group, we deliver! Wouldn’t it be nice to have your professional team under one roof and not have to drive across town just to meet with your team?

Real Estate

We want to make sure you find the right home for your needs and situation. The Solomon Group RE firm is eager to help you make the right decision at the right price when selecting your new home or selling your old home. We work in residential, leasing, and commercial real estate and look forward to serving you in a wonderful way.

The Solomon Group is proud to use products and services from the following companies:

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