Saul Simon

CFP®, CFS, RFC, Author of "Simon Says: Love Your Legacy"

Financial Planner in Edison, NJ

About

Simon Financial Group is a premier financial planning organization. As a firm, we believe that long term customer relationships are more important than short-term gains, and will never sacrifice the former for the latter. 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.

Contact
(732) 624-6288
Click for fax number
(732) 623-2088
Address
333 Thornall St Suite 9B in Edison, NJ 08837
Info
None specified

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Q&A
Asked by an anonymous user
Unfortunately you cannot reduce your taxable income with a Roth IRA. Also, because you are over the age of 70, the Traditional IRA is not an option either.
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Specialties

  • Annuities
  • Life
  • Long-term care
  • Other

Background

Experience

Financial Planner

Disclosure

Saul Simon is a registered representative of Lincoln Financial Advisors. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer Member SIPC. Advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. 333 Thornall Street, Suite 9B Edison, NJ. 08837 732-623-2070 CRN-1003816-090314