We’re committed to being your trusted partner, offering expert guidance and personalized strategies to help you achieve your financial aspirations. Whether it's through smart investment planning, comprehensive insurance solutions, or both, we’re here to provide you with the tools and support you need to secure a prosperous future.
We are here to expertly manage every facet of your financial journey, from start to finish, providing you with the confidence and peace of mind that every decision is working toward your long-term success.
It’s the driving force behind everything we do and every decision we make. It’s how we consistently deliver tailored products and services that empower our clients to achieve their financial goals, while safeguarding those who matter most.
We Offer Customized Financial Solutions to Fit Your Needs
Your needs will naturally evolve over time. That's why our financial professionals take a flexible, personalized approach tailored specifically to you. Whether you're planning for your family's future, managing a business, or supporting employees, our products and services are designed to meet the unique challenges of both individuals and organizations. No matter the scope of your goals, you’ll receive the same level of dedicated, personalized attention — a commitment that lies at the heart of everything we do.
We’ve worked with individuals, families, businesses, and institutions to deliver tailored services and solutions designed to build, preserve, and manage wealth. By deeply understanding our clients' aspirations, we are as committed to their goals as they are. Our Wealth Management services help affluent families navigate the complex challenges of managing significant wealth, offering an exceptional level of service that encompasses your financial, family, and capital needs.
Successful individuals in the sports and entertainment industries face unique challenges that demand specialized expertise. That's why we created the Legends Sports & Entertainment team — to bring together the resources and talent required to address these distinct needs. Our team consists of hand-picked, seasoned financial professionals who are licensed, certified, and have spent years working alongside high-achieving clients in these industries. They are dedicated to guiding clients in making smart choices about how to save, spend, invest, borrow, protect, and give. To ensure we remain at the forefront of industry trends, we require our professionals to actively engage in advanced education programs, keeping them well-informed of any developments that could impact wealth planning.
Regardless of where you are in life, we’re here to guide you in making the right choices
for your next step.
“ 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’re Ready to Address All Your Financial Needs, with 24/7, 365 Days a Year U.S.-Based Support, Proudly by Your Side Every Step of the Way
