Your Trusted Investment Partner

Simon Financial Group, Inc.

 

Simon Financial Group is a nationally registered investment advisor firm helping clients design, monitor, and implement customized investment strategies. Whether the goal is to enhance, preserve or transfer wealth, our objective is to help our investors achieve their goals through conservative, value-based investing. Simon Financial Group is geared toward limiting investor’s exposure to unnecessary risk while taking full advantage of appropriate investment opportunities.


 

Simon Financial Group is committed to serving their clients through long-term, disciplined; risk-averse investment strategies that focus on properly valued investments.



 

Experience the difference by calling 610-667-2455. 

About Us

 

Mission Statement


To help clients design, monitor and implement customized investment and wealth management strategies. Whether the goal is to enhance, preserve or transfer wealth, Simon Financial Group's objective is to help our investors achieve their goals through conservative, value-based investing. Our Wealth Management Programs are geared toward limiting investment downside, while taking full advantage of appropriate investment opportunities.

 

Simon Financial Group is committed to serving our clients. To simply address their requirements is not enough. Rather, it is our mission to continually strive to exceed their service and investment expectations.



Our Services

 

Market News

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Vietnamese police have issued an arrest warrant for the former chairman of state-owned shipping firm Vinalines, official media said, as the scandal rocking the debt-mired company deepens.   more
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Greece could be weeks from a euro exit crunch as an electoral revolt against EU austerity and a run on banks nudges the debt-laden eurozone towards a long-predicted tipping point.   more
Greece 'needs austerity programmes'
German Finance Minister Wolfgang Schaeuble said cash-strapped Greece needed to implement EU and IMF-imposed austerity measures as European solidarity was "not a one-way street."   more
G8 leaders back Greece amid tensions
G8 leaders said they want debt-stricken Greece to stay in the eurozone at a Camp David summit as the group papered over deep-seated divisions about how best to tackle the eurozone crisis.   more
Spain's 'indignants' have huge support: poll
Spain's "indignant" protest movement against economic inequality and spending cuts continues to enjoy widespread support a year after it was launched, a poll published on Sunday showed.   more