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Business Profile

Retirement Planning Services

Solomon Asset Management, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

About

Overview

Solomon Asset Management, LLC

707 Skokie Blvd

Ste 600

Northbrook, IL 60062-2841

View Service Area

Years in Business: 16

BBB Accreditation & Rating

Solomon Asset Management, LLC is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

About This Business

Mark Solomon is the founding principal of Solomon Asset Management. As a ChFC, Chartered Financial Consultant practitioner, Mark specializes in working with baby boomers and retirees. Currently, he services over 500 clients and they include parents of college bound children, pre and post retirees and small business owners. Mark places an emphasis on “Safe Money” while advising his clients on financial and tax strategies utilizing insurance, annuities, estate planning and money management.

For small business owners, Mark helps them eliminate system risk, reduce taxes and institute a savings plan.

As a financial professional, Mark has conducted hundreds of retirement and college planning workshops over the past 10 years. He has also helped countless CPAs with their continuing education. Many of them call Mark their trusted financial professional.

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
1/23/2019
Business Started:
8/5/2008
Business Incorporated:
4/11/2017
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Mark Solomon, CEO/Owner

Additional Contact Information

Principal Contacts
Mr. Mark Solomon, CEO/Owner
Customer Contacts
Mr. Mark Solomon, CEO/Owner

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
http://www.idfpr.com/doi
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Retirement Planning Services, Financial Services, Financial Planning Consultants, Life Insurance, Health Insurance, Investment Advisory Services, Estate Planning and Management, Insurance Consultant, Annuities, Fire Insurance

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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