Testimonials

Thanks for the opportunity to provide feedback about your company. I been a customer of the Simon Financial Group for over 30 years. They have provided me with excellent financial guidance and advice and terrific customer service. The staff are personable and always responsive to questions and requests. I have considerable confidence in their knowledge and skills and have no hesitation in referring them to family and friends.

_{Testimonial provided by Peter Casey, a current client of Saul Simon, on 7/17/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-5820798-071923}

Truly a wealth management firm which 1) listens to my needs 2) designed a program to meet 100% of objectives 3) 5 star on follow through 4) 5 star on periodic knowledge updates on markets & economy!

_{Testimonial provided by David Dorin, who is a current client of Saul Simon, on 7/14/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client's unique experience, may not be representative of other clients' experiences, and is no guarantee of future performance or success. CRN-5820736-071923}

I would like to recommend Saul and the Simon Financial Group for your consideration when exploring a firm who is focused on you, their client. Saul and his team have helped several of my clients over the years. As we at NexGen Management celebrate our 20th year in business, I have referred a number of our clients to Simon Financial Group, and they have continued to deliver outstanding service that is custom designed to support their needs not the firms…they work for you! I highly recommend you consider talking to Saul for your financial planning.

_{Non-client endorsement provided by Gregory Stewart on 7/16/2023. No cash or non-cash compensation was provided to the endorsement provider in exchange for this endorsement. However, Mr. Simon periodically refers potential clients to Mr. Stewart and vice versa on an informal, uncompensated basis. As a result, Mr. Stewart has a conflict of interest in providing this testimonial given his financial incentive to receive future client referrals from Mr. Simon. This endorsement is based on the endorsement provider’s unique experience, may not be representative of others’ experiences, and is no guarantee of future performance or success.   CRN-5820685-071923}

My wife and I have been with Saul and his group for many years now. We have always appreciated their sound advice and true concern for our welfare before, during and after my retirement. Now we are dependent on the nest egg we developed and rely on their advice and efficient handling in drawing-down that amount to cover our on-going expenses.

Thank you, Saul and your team.

Fred Hofmann

_{Testimonial provided by Fred Hofmann, who is a current client of Saul Simon, on 7/13/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client's unique experience, may not be representative of other clients' experiences, and is no guarantee of future performance or success. CRN-5820758-071923}