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Ritchie Helm
Financial Advisor at Solomon Financial
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Work Experience
Feb 2024 - Present · 10 months
Financial Advisor
May 2023 - Present · 1 years and 7 months
Senior Advisor
Feb 2024 - Present · 10 months
Coating Inspector
Jul 2023 - Present · 1 years and 5 months
Company Details
51-200 Employees
At Solomon we are passionate about financial education and building relationship with our advisors, clients and communities. Many financial companies push their advisors to make a sale.  At Solomon, we never “make a sale.”  We grow relationships. They take time!  We know that by slowing down we build more successful clients, and ultimately, a better business. This philosophy has shaped our unique approach to client planning.  Our starting point is not selling—or even assessing needs—instead, we begin with discovery.  We get to know YOU.  We take time to understand YOUR story,  situation, and where YOU want to go. Not only does that allow us to make proper product recommendations, it also helps us to craft strategies and implement systems that will support YOUR overall financial health.  It may be slower, but it works!
Year Founded
2018
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
5214 47th Avenue Suite 101 Red Deer, AB T4N 3P7, CA
Keywords
Financial educationInvestmentsInsuranceHealth & Dental BenefitsMoney CoachingSpending StrategiesDisability InsuranceCritical Illness InsuranceLife InsuranceMortgage Referrals
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