Wachovia Securities



The Salomon & Ludwin Financial Consulting Group is a small financial advisory group within Wachovia Securities, and serves our own limited clientele of individuals, couples and families who hear about us from existing clients. Our services are especially suited to clients with significant assets to invest.

Repeat Honors Received 
3rd Year in a Row - Dalal Salomon named among
Top 100 Women Financial Advisors in the nation by Barrons*. 
Click here for Barron's reprint (2008 reprint pending)

4th Year in a Row - Dalal Salomon named among
Top Wealth Advisers in Virginia by Virginia Business*. 
Click here for Virginia Business 2007 reprint (2008 reprint pending)

 

* Rankings were based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.  

Please contact us via e-mail or phone to arrange a personal consultation or request additional information on our practice.
 

 

 

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Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

New Lease on Life

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Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

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October 11, 2008 @ 07:44 PM

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