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Julian H
ChFC®, Series 63
Cumming, GA
Solomon Investments & Financial Planning, LLC
Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.
Trent S
Series 63, Series 65
Macon, GA
Solomon Investments & Financial Planning, LLC
Trent Solomon is a financial advisor with Solomon Investments & Financial Planning, LLC in Macon, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Calton & Associates, Dominion Investor Services, and Cambridge Investment Research. Outside of his advisory work, Solomon is a co-founder of Joshua's Wish, a nonprofit organization that supports pediatric cancer research and assists families during Christmas. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm also offers educational seminars and workshops at no charge and delivers both retail asset allocation and formal ERISA plan consulting services.
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