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Solomon Investments & Financial Planning, LLC

Headquartered in MACON, GA

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Firm Information

Solomon Investments & Financial Planning, LLC is a registered investment advisor with 1 licensed agent and 1 investment advisor representative. They provide financial planning, pension consulting, and educational seminars to individuals. Their firm manages $3,500,000 in assets for 60 individual clients.

Solomon Investments & Financial Planning, LLC

$3.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC has a total of 3 branch locations across the country.

Advisors at Solomon Investments & Financial Planning, LLC

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Disclosures

There are no public disclosures for Solomon Investments & Financial Planning, LLC.

Frequently Asked Questions (8)

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