Networking Events for Jewish Entrepreneurs
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Saul M Simon
- Male
- Iselin, NJ
- United States
- Investment advisor, Wealth manager
- Blog Posts (3)
- Discussions
- Events
- Groups
- Photos
- Photo Albums
- Videos (4)
Saul M Simon's Page
Profile Information
- What is your line of work (profession)?
- Investment advisor, Wealth manager
- 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
Saul M Simon's Videos
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Handling Your Finances
Added by Saul M Simon
Saul M Simon's Blog
An Annual Financial Check-up in A COVID-19 Environment
Posted on November 9, 2020 at 10:55am
Great news , I thought to share
Friends
My 10 year dream of writing what I believe to be a defining book on the human face to financing has become a reality. But I need your help getting the message out plus increase sales of "Love Your Legacy" (a portion of monies goes to our goal of raising $100,000 and increasing awareness of the very worth while Kessler Foundation.) If you are a Amazon premium member, the digital copy of "Love Your Legacy" is free . Help us help others!…
Continue
My 10 year dream of writing what I believe to be a defining book on the human face to financing has become a reality. But I need your help getting the message out plus increase sales of "Love Your Legacy" (a portion of monies goes to our goal of raising $100,000 and increasing awareness of the very worth while Kessler Foundation.) If you are a Amazon premium member, the digital copy of "Love Your Legacy" is free . Help us help others!…
Continue
Posted on August 4, 2013 at 7:37am
Divorce : A Trust Made for Marriages
By Saul M. Simon
In conjunction with (Lincoln Financial Advisors or Sagemark Consulting,
a division of Lincoln Financial Advisors, a registered investment advisor)*
One of the things that made the now iconic TV show The Brady Bunch stand out when it first hit the airwaves in the late 1960s was that it depicted what was, at least at the time, a very unusual family dynamic: a second marriage bringing together six children—three from each parent—under one… Continue
In conjunction with (Lincoln Financial Advisors or Sagemark Consulting,
a division of Lincoln Financial Advisors, a registered investment advisor)*
One of the things that made the now iconic TV show The Brady Bunch stand out when it first hit the airwaves in the late 1960s was that it depicted what was, at least at the time, a very unusual family dynamic: a second marriage bringing together six children—three from each parent—under one… Continue
Posted on August 28, 2012 at 10:27pm
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Congratulations Saul,
Please go to my page and watch the videos if you like to be featured in our BizNess magazine in early spring please let me know. The magazine will be hand delivered to over 20,000 middle to upper class homes and businesses in Bergen county.
Thanks
Lior