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

Dexia bank reports record loss of 11.6 bn euros
The French-Belgian bank Dexia, rescued with government support, reported on Thursday a net loss of 11.6 billion euros ($15.4 billion) for 2011, marking a record for French banks.   more
Eurozone faces 'deeper 2012 recession than thought'
The eurozone faces a deeper recession than thought, with a 0.3-percent contraction in GDP now seen for 2012 by the EU compared to 0.5-percent growth in its last November forecast.   more
Spanish Iberdrola posts profit of 2.8 bn euros
Spanish power group Iberdrola posted Thursday a 2011 net profit of 2.805 billion euros ($3.7 billion), a slip of 2.3 percent owing to a "complicated operating environment."   more
China to boost use of rare earths in manufacturing
China has called for greater use of rare earths for its own domestic manufacturing, as Beijing seeks to limit exports of the sought-after resources vital for everything from iPods to missiles.   more
Allianz says profits halved by Greece, natural disasters
German insurance giant Allianz said Thursday natural catastrophes and losses on its investments in Greece slashed its bottom-line in half in 2011.   more