Saul M Simon

Male

Iselin, NJ

United States

Investment advisor, Wealth manager

Profile Information:

What is your job title or description?

CFP

Company Name

Simon Financial Group

Your website

http://www.saulsimon.com

Jewish Organization(s) (past and present)

UJA, Temple B’nai Jeshurun

LinkedIn Address

http://www.linkedin.com/in/saulsimon/

Twitter Address (begin with https://twitter.com)

http://@saulsimonsays

Business Facebook Address

http://www.facebook.com/Simon-Financial-Group-122680841254028

Your Blog

http://www.saulsimon.com/blog

Brag about yourself - what makes you great at what you do?

Author of Simon Say Love Your Legacy :
A Guide to Financial Education for you & your family. Host of Simon Says Manage Your Money .

What types of business contacts are you looking to make?

What we do:
• Identify your needs and objectives.
• Fully analyze and evaluate your personal situation.
• Provide input and advice to help you make timely, informed decisions.

Applying financial and business knowledge to help individuals, families and business owners reach their goals. Accomplishing this by leveraging extensive analytical platforms and specialists to develop custom financial plans and strategies. Creating value for clients by working across disciplines, identifying gaps, determining recommendations and implementing.

In conjunction with Lincoln Financial Group, we provide comprehensive support to our clients, along with the most advanced technology and the best people at both the local and national levels.

Specialties include:
Financial Planning
Investment Management
College Funding
Retirement Planning
401k & SEP Plans
Risk Management
Long Term Care planning
Disability Policies

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