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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