Simons Financial Network

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175 W 93rd St
New York, NY 10025

Simons Financial Network is a Women's Financial Boutique in New York, NY, providing a comprehensive range of financial services tailored to empower women in making informed money decisions. Founded by Eric Simons, a Certified Financial Planner ® (CFP ®) and IRS Enrolled Agent (EA), the firm offers personalized advice, services, and products to address both emotional and financial concerns.

The firm emphasizes education, day-to-day money management, life goals & values, and wealth management to help clients take control of their finances. Through a holistic approach, Simons Financial Network serves as a Trusted Family Advisor ©, offering services such as Divorce Financial Planning, Risk-Managed Investing, Tax Planning, and Estate Planning among others. The team of experts works in harmony to provide integrated solutions that cater to each client's unique needs.

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1.01 reviews
Christopher M.
6/18/2024

Took more than 3 years to settle a transfer on death account from my great aunts estate. I highly encourage anyone to look elsewhere for help with any financial planning or investment management.

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