Robb A. Soria
S.A.F.E. MONEY CONCEPTS
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $50,000
Title: Founder
Offering advice since: 1972
Areas of expertise:
- Annuities
- Educational Planning
- Insurance (risk management, disability insurance)
- Retirement Planning
Further information about Robb A. Soria:
One of the leading advisors in advocating "non-tax deferral plans" like 401(k)s, IRS, SEPs, etc.
We show clients the Revolutionary Plan which in MOST cases provides GREATER SPENDABLE INCOME ... greater liquidity and GUARANTEES 100% of contributions and earnings are NEVER LOST..even when the stock market goes down !
Compensation and Fee Structures:
In most cases, the fees are waived if client implements our recommendations.
Licenses, Certifications & Affiliations:
* Chartered Life Underwriter
* Chartered Financial Consultant
* Accredited Asset Management Specialist
Education:
Bachelor of Commerce-DePaul 1969
Will provide references upon request?
No
Further information about S.A.F.E. MONEY CONCEPTS:
(Size of firm: 10-49 advisors)
Our organization is comprised of top financial and tax advisors from all over the country. Each was picked to bring comprehensive advice on various areas of financial concerns..from college planning to retirement consultation.
Contact Information for Robb A. Soria
Phone: 847-284-8603
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Address for Robb A. Soria:
1900 E. Golf Road
Suite 950
Schaumburg, IL, 60173
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