A complete list of active advisors currently associated with Solomon Investment Group, Inc.
Warmer can help you find a great advisor at Solomon Investment Group, Inc. or one who fits your needs even better.
The firm provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporations. It documents client situations with Investment Policy Statements and offers discretionary portfolio supervision; the brochure states there is no account minimum and clients receive regular account reports. Investment decisions are informed by charting, fundamental, and technical analysis, and the firm employs both long- and short-term trading strategies, including the use of margin. Portfolios may include mutual funds, equities, bonds, ETFs, REITs, private placements, and insurance products such as annuities, and the firm withdraws advisory fees directly from client accounts with written authorization. The brochure discloses prior disciplinary matters tied to a former broker‑dealer and an arbitration involving a partner, and it notes that the firm’s principal is a licensed insurance agent who may receive commissions for insurance products—a potential conflict of interest that the firm discloses and says clients are not required to accept. The firm also reports having used CARES Act relief programs (PPP and EIDL) to support operations and explicitly notes it no longer maintains a website.
To learn more about the advisors currently working at Solomon Investment Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Keansburg, NJ
| 37
|
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