Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Retirement Planning Services

Simon & Simon Financial, LLC

About

About This Business

Simon & Simon Financial, LLC, provides sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.  Our primary focus is to assist those planning for, entering into or already in retirement to make that transition smoothly.

Products and Services

Medicare Insurance (Medicare Supplements, Medicare Advantage & Prescription Drug Plans), Final Expense, Dental, Vision & Hearing , Life Insurance, Annuities, Health Insurance, Medicare Supplements, Medicare Advantage Plans, Prescription Drug Plans, Being independent, we are able to offer our clients every investment available.

BBB Accredited Since: 11/21/2014

Years in Business: 41

Photos and Videos

Business Details

BBB File Opened:
7/25/2012
Business Started:
9/1/1983
Business Incorporated:
8/1/2013
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Chad Simon, Owner

Additional Contact Information

Principal Contacts
Mr. Chad Simon, Owner
Customer Contacts
Mr. Chad Simon, Owner
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Additional Websites
Website 1

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.