Solomon Financial Group, Inc.

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Solomon Financial Group, Inc. Solomon Financial Group is an Independent, Fee-Based, Fiduciary Investment, Insurance and Planning Firm.

We have been serving Pre- Retirees and Retirees as the premier financial planning firm for the Central Washington area since 1995. You may only have one shot at getting it right, and Solomon Financial Group is here to help. When deciding what to do with your retirement finances, you are faced with many tough, important decisions. Your parents may have retired with a gold watch and pension plan, but your generation is much different. Today, people work with many more than one company in their lifetime.1 They have a 401(k) that they need to take possession of, but are unsure of what to do with. Protecting and preserving retirees’ assets and the assets of those about to retire

With offices in Wenatchee and Yakima, WA, Solomon Financial Group was founded in 1995 with the mission to help protect and preserve retirees’ assets and the assets of those about to retire with financial, health and insurance expertise. Our comprehensive services to retirees provide:
•Guaranteed income* you can never outlive
•IRA, 401(k) and 403(b) Rollovers and Transfers
•Guaranteed* financial products—resistant to excess market losses
•Tax-advantaged planning—allowing you to keep more and the government to receive less of your hard-earned assets

To schedule a time to discuss your retirement future, contact us at [email protected] or call us toll-free at (866) 338-1805.

*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company.

What a great morning we had on Wednesday at our Market Update Presentation!We had 150 clients join us between two sessio...
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What a great morning we had on Wednesday at our Market Update Presentation!

We had 150 clients join us between two sessions with Kezia Samuel, Chief Market Strategist at AssetMark. Kezia shared valuable insights into current market conditions, economic trends, and what they could mean for investors moving forward.

A big thank you to Kezia for sharing her knowledge and perspective, and to all of our clients who joined us! We always appreciate these opportunities to come together, connect, and keep you informed.

📸 Here are a few highlights from the day!

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Address

123 Ohme Garden Road, Ste 1
Wenatchee, WA
98801

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 2pm

Telephone

+15096627717

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