simonezajac.com
Simone Zajac Wealth Management Group
http://www.simonezajac.com/services.php
Simone Zajac Wealth Management Group. Discover Your Financial Potential. Asset allocation and portfolio design. No investment strategy can guarantee a profit or protect from a loss in a declining market. Life insurance analysis and design. Long term care planning. Disability planning Income replacement. Qualified plan design, implementation, and administration. Non Qualified retirement plans. 401(k), SEP IRA, and SIMPLE IRA planning. 529 college savings plans. Tax preparation and planning.
simonezajac.com
Simone Zajac Wealth Management Group
http://www.simonezajac.com/values.php
Simone Zajac Wealth Management Group. Simone Zajac Wealth Management. Adopts and adheres to the values of the CFP Board of Standards listed below. Provide professional services with integrity. Provide professional services objectively. Maintain the knowledge and skill necessary to provide professional services competently. Competence means attaining and maintaining an adequate level of knowledge and skill, and application of that knowledge and skill in providing services to clients. Competence also i...
simonezajac.com
Simone Zajac Wealth Management Group
http://www.simonezajac.com/disclosure.php
Simone Zajac Wealth Management Group. The products offered: (i)are not federally-insured; (ii) are not obligations of the credit union; (iii) are not guaranteed by the credit union or any affiliated entity; (iv) involve investment risk, including the possible loss of principal. Lincoln Investment and Sun Federal Credit Union are not affiliated. Important Information about this Website. By using this website, you agree to accept such conditions and qualifications:. Advisory Services offered through Capita...
simonezajac.com
Simone Zajac Wealth Management Group
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Simone Zajac Wealth Management Group. Expertise You Can Trust. James J. Simone, CFP , CPA. Jim has over 30 years' experience in financial services. Throughout his career, Jim has established a reputation as a sincere and deeply trusted business person. Under his leadership, Simone Financial Services has grown significantly, and more importantly has become well known for its integrity and focus on client service. Richard A. Zajac, CFP , CPA. Rick has a broad based financial planning background. Like all o...
simonezajac.com
Simone Zajac Wealth Management Group
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Simone Zajac Wealth Management Group. Simone Zajac Wealth Management Group is an independent financial planning firm. Our team has over 40 years of financial planning experience and includes CERTIFIED FINANCIAL PLANNER practitioners, CPAs, and a CLU . We provide unbiased advice to help you meet your financial goals. We hold ourselves to the CFP Board Code of Ethics. Act solely in our clients. 30 year residents of PA and. Life / LTC Insurance. 347 N Pottstown Pike. Exton, PA 19341. Cinnaminson, NJ 08077.
simonezajac.com
Simone Zajac Wealth Management Group
http://www.simonezajac.com/index.php
Simone Zajac Wealth Management Group. Simone Zajac Wealth Management Group is an independent financial planning firm. Our team has over 40 years of financial planning experience and includes CERTIFIED FINANCIAL PLANNER practitioners, CPAs, and a CLU . We provide unbiased advice to help you meet your financial goals. We hold ourselves to the CFP Board Code of Ethics. Act solely in our clients. 30 year residents of PA and. Life / LTC Insurance. 347 N Pottstown Pike. Exton, PA 19341. Cinnaminson, NJ 08077.