Simon Financial Group 333 Thornall Street Suite 9B Edison, NJ 08837 Phone: 732.623.2070 Fax: 732.623.2088 simonsays@LFG.com
Simon Financial Group 333 Thornall Street Suite 9B Edison, NJ 08837 Phone: 732.623.2070 Fax: 732.623.2088 simonsays@LFG.com
A Member of Sagemark Consulting Private Wealth Services

Simon Financial Group

Experience that Resonates

Because we work exclusively with high net worth families, we have developed a thorough understanding of the unique problems and opportunities that you may confront. This translates into a time-tested ability to obtain measurable and meaningful results for you, your business, and ultimately, your family.

The Key to Our Success

Sagemark Consulting Private Wealth Services is a preeminent group of financial planners within Lincoln Financial Advisors Corporation who have unparalleled experience in wealth management, business continuity and sophisticated wealth transfer strategies.

Tuning Your Future

Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.