Own your Journey - You drive, we'll navigate.
Our Story
At Solomon Financial, we believe that everyone deserves to own their financial journey. With over 100 advisors across Canada, we manage hundreds of millions of dollars on behalf of our clients, providing personalized financial solutions that cater to their unique needs and goals. Our team of experienced advisors takes the time to understand your story, your motivations, and your aspirations, to help you navigate the complex world of finance.
Our Guiding Principles
Our core values are rooted in a deep commitment to our clients' financial security and well-being. We believe in building long-term relationships, fostering trust, and delivering tailored solutions that address your specific needs. Our advisors take the time to listen, to understand, and to educate, empowering you to make informed decisions about your financial future.
Our Services
At Solomon Financial, we offer a comprehensive range of financial services designed to help you achieve your goals. Our advisors provide expert guidance on insurance, investments, money management, and borrowing, helping you make the most of your hard-earned money. Whether you're planning for retirement, saving for a big purchase, or simply looking to get your finances on track, we're here to help.
Our Process
Our approach is built around a four-step process that puts you in the driver's seat. We start with a chat, where we get to know you, your goals, and your motivations. Next, we embark on a discovery journey, where we learn more about your financial situation and chart a course for success. In the consultation phase, we present you with a range of tailored financial strategies, allowing you to choose the route that best suits your needs. Finally, we take action, skillfully navigating your chosen path to help you achieve your goals.
What Our Clients Say
Don't just take our word for it. Our clients have shared their stories, their struggles, and their triumphs. From investing and retirement planning to debt management and financial literacy, our clients have seen real results from working with our team of experienced advisors. Take a look at what they have to say, and discover how Solomon Financial can help you own your financial journey.
Summary of Reviews for Solomon Financial
Overall Experience
The majority of reviewers have had a positive experience with Solomon Financial, praising the team for their friendly, knowledgeable, and helpful service. The group is often described as a fantastic team of people who treat clients like friends, providing a welcoming and supportive environment.
Financial Expertise
Reviewers have noted that the team at Solomon Financial is full of knowledge and provides valuable advice, helping clients understand their finances and create personalized plans that fit their needs.
Client Priority
The team at Solomon Financial has been praised for making clients feel like a priority, ensuring they receive the attention and service they need.
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