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David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans”

David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans”

by Salomon & Ludwin | Jul 1, 2023 | News

David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans” “Spending or saving every dollar is never a good idea since you are working and earning income. You should enjoy your hard work now but have a plan to save what is...
Dalal Salomon named one of Barron’s Top Women Financial Advisors for 2023

Dalal Salomon named one of Barron’s Top Women Financial Advisors for 2023

by Salomon & Ludwin | Jun 19, 2023 | Recognition

Dalal Salomon named one of Barron’s Top Women Financial Advisors for 2023 Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. Advisors who wish to be ranked...
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans”

David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “How to Determine Your Debt Tolerance”

by Salomon & Ludwin | Jun 15, 2023 | News

David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “How to Determine Your Debt Tolerance” “If a person finds themselves in a scenario where they are carrying debt over a period (such as credit card balances), it is important to create a plan...
Dalal Salomon named one of Barron’s Top 1,200 Advisors for 2023

Dalal Salomon named one of Barron’s Top 1,200 Advisors for 2023

by Salomon & Ludwin | Mar 20, 2023 | Recognition

Dalal Salomon named one of Barron’s Top 1,200 Advisors for 2023 The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory...
Salomon & Ludwin has been named one of RIA Channel’s Top RIA ETF Power Users

Salomon & Ludwin has been named one of RIA Channel’s Top RIA ETF Power Users

by Salomon & Ludwin | Mar 16, 2023 | Recognition

Salomon & Ludwin has been named one of RIA Channel’s Top RIA ETF Power Users RIA Database® has been producing Top Advisor lists for Forbes for over 10 years. They recognize these firms for their independence, their entrepreneurial spirit, and their ability...
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