Solomon Retirement Solutions is a separate legal entity independent of Solomon API, an SEC-registered investment advisor which only transacts business in states where it is licensed to do so or exempt from registration. Solomon API LP does not sell insurance products. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC-insured or guaranteed by any governmental agency or organization. Insurance guarantees are backed by the claims-paying ability of the insurance company, and are subject to the contract terms contained in the individual policy.
Solomon API has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
“Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.
These materials have been independently produced by Solomon API. Solomon API is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Solomon API provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
© 2024 Solomon Retirement Solutions.
1950 Rockledge Blvd, Suite 201
Rockledge, FL 32955