333 Thornal Street, Suite 9B
Edison, NJ 08837
Toll Free: 888.SIMON.SAYS®
Phone: 732.623.2070
Fax: 732.623.2088
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About Simon Financial Group

Simon Financial Group, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.

We adhere to the Lincoln Financial Advisors philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and Always."

The Lincoln Financial Advisors "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

With Simon Financial Group, our clients receive the best of two worlds: the experience and financial stability of a national long-standing financial institution, and the individual service that comes from having a personal financial advisor.

Lincoln Financial Advisors is a nationwide financial planning firm with representatives in offices across the country. Our financial professionals include  Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.

Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our firm's philosophy - the one that uniquely defines the way we do business - is "Serve First, Last and AlwaysSM." The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us.

*Not practicing on behalf of Lincoln Financial Advisors

Our mission is to get the job done. Whether it's helping people invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or designing complicated estate plans, we work with our clients until all the details have been completed.

Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice.