About SIMONS FINANCIAL NETWORK
SIMONS FINANCIAL NETWORK is a leading financial advisory firm that has been in business for over 20 years. The firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Creates customized financial plans for clients
- Offers personalized investment strategies
- Provides ongoing account management and review
- Offers access to a wide range of financial products and services
- Provides education and guidance on financial matters
Facts and Insights
SIMONS FINANCIAL NETWORK has built a reputation for providing expert financial advice and outstanding customer service. The firm is known for its commitment to putting clients’ needs first and helping them achieve their financial goals through personalized strategies and tailored solutions.
The firm also stays up-to-date on the latest market trends and developments, ensuring that clients have access to the most current and relevant information to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 20+ years |
Financial Services Offered
SIMONS FINANCIAL NETWORK offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education funding
- Wealth management
- Charitable giving
Client Types
SIMONS FINANCIAL NETWORK serves a diverse group of clients, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
- Non-profit organizations
- Corporate clients
Fees & Compensation
SIMONS FINANCIAL NETWORK charges a fee based on a percentage of the assets under management for their investment management services. The firm’s fees are competitive and transparent, meaning there are no hidden fees or charges.
The firm may also receive compensation from third-party product providers, such as mutual fund companies, for offering their products to clients. However, they are committed to always putting clients’ needs first and only recommending products that align with their clients’ goals and risk tolerance.
Background
SIMONS FINANCIAL NETWORK was founded by John Simons, a seasoned financial advisor with over 30 years of experience in the industry. Simons has assembled a team of highly skilled and knowledgeable advisors who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, SIMONS FINANCIAL NETWORK must comply with certain disclosure requirements. These include providing clients with a Form ADV, which outlines the firm’s services, fees, and any potential conflicts of interest. The firm also adheres to strict fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times.
Additionally, each advisor at SIMONS FINANCIAL NETWORK is required to disclose any disciplinary actions or conflicts of interest that may impact their ability to provide unbiased and objective advice to clients.