WE ARE HERE TO MANAGE ALL OF YOUR FINANCIAL DEALINGS, START TO FINISH
WE PROVIDE SPECIFIC FINANCIAL PRODUCTS FOR YOU
Your needs will inevitably change over time. Our Financial Professionals offer a flexible approach that's customized to you. Our products and services are designed for individuals and families as well as for businesses and their employees.
So whether you're taking care of loved ones, a family business, a company or a group of employees, you'll receive the same level of personalized attention. This is at the core of our commitment to you.
We have worked with individuals families, businesses and institutions-to deliver services and solutions that help build, preserve and manage wealth.
We understand our client's aspirations, and we're as devoted to their goals as they can.
Wealth Management helps affluent families address the complex challenges of managing significant wealth by providing an exceptional level of service and your financial, family and capital.
Successful people in the sports and entertainment industries have distinct needs that require very specific capabilities. We created the Legends Sports & Entertainment team to concentrate the resources and talent to address those needs. Hand-picked seasoned, licensed and certified, Financial Advisors who have spent years working with high-achieving professionals in these industries, helping them make smart choices about how they save, spend, invest, borrow, protect and give. We require our Financial Advisors to participate in advanced education programs to remain up-to-date on any industry developments that could impact wealth planning.
No matter where you are in life, we can help make sure your next step are the right ones.
“ I have a business in town and needed business insurance & liability coverage - The Simon Group came to the rescue with a nicely priced insurance package that fit all my needs! ”
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Miau Media Corp.
“ I love the fact that I can get all the services I need in one place. The Simon Group has been very thorough & professional with me, thanks again! ”
DogRescue.com
“ I hired The Simon Group this year and so far I can say that they been professional and kind, leading and explaining to my every step in the process. Thanks! ”
Gato Sapiens Inc.
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Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
Ilustration, Art Direction
We are ready to work with you on all of financial needs
