Simon Financial Group

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

99 Wood Ave S Ste 201, Iselin, New Jerse...

Phone Number

(732) 623-2070

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Simon Financial Group

Simon Financial Group offers a range of financial services including private wealth management, retirement planning, investment strategies, and estate planning. They focus on building long-term relationships with clients, helping them achieve their financial goals through personalized advice and comprehensive planning. Their services cater to individuals, families, and business owners, with a particular emphasis on financial planning for women and education funding. The firm prioritizes open communication and trust, aiming to support clients in preserving and growing their wealth.Explore more
Simon Financial Group's Social MediaPopular SearchesSimon Financial GroupPlanningSimon Financial Group - HomeSimon Financial Group LLCSimon Financial Group| NewSIC Code 62,628NAICS Code 52,523Show more

Simon Financial Group Org Chart

PhoneEmail
George Simon, President at Simon Financial Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Simon Financial Group

<$5M
1-10
Private
-
2003
George Simon, President at Simon Financial Group
George SimonPresident
<$5M
11-50
Private
-
-
TM
Trey MayhallFinancial Professional
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2014
JD
Jeremy DiTullioFounding Financial Partner & Planner
<$5M
1-10
Private
-
-
ST
Scott TrousdaleFinancial Advisor & Manager, Branch Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2000
RA
Robert AppelNational Design & Advanced Planning Attorney
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Simon Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Simon Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simon Financial Group.

Simon Financial Group Tech Stack

A closer look at the technologies used by Simon Financial Group

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Frequently Asked Questions Regarding Simon Financial Group

What is Simon Financial Group's official website?
Simon Financial Group's official website is www.saulsimon.com
What is Simon Financial Group's Revenue?
Simon Financial Group's revenue is <$5 Million
What is Simon Financial Group's SIC code?
Simon Financial Group's SIC: 62,628
What is Simon Financial Group's NAICS code?
Simon Financial Group's NAICS: 52,523
How many employees does Simon Financial Group have?
Simon Financial Group has 1-10 employees
What industry does Simon Financial Group belong to?
Simon Financial Group is in the industry of: Finance, Securities Trading
What is Simon Financial Group competition?
Simon Financial Group top competitors include: Sitequest Technologies, Aegis Financial Partners, Consulting Sagemark, Advisor Launchpad
What technology does Simon Financial Group use?
Some of the popular technologies that Simon Financial Group uses are: Cloudflare Website Optimization, YouTube, Google Tag Manager, FMG Suite
How do I contact Simon Financial Group?
Simon Financial Group contact info: Phone number: (732) 623-2070 Website: www.saulsimon.com
What does Simon Financial Group do?

Simon Financial Group offers a range of financial services including private wealth management, retirement planning, investment strategies, and estate planning. They focus on building long-term relationships with clients, helping them achieve their financial goals through personalized advice and comprehensive planning. Their services cater to indiv... iduals, families, and business owners, with a particular emphasis on financial planning for women and education funding. The firm prioritizes open communication and trust, aiming to support clients in preserving and growing their wealth.Read More

What are Simon Financial Group social media links?
Simon Financial Group Linkedin page Simon Financial Group Twitter page Simon Financial Group Facebook page
Is Simon Financial Group a public company?
Simon Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Simon Financial Group

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