
Simons offers Tax Preparation and Financial Services along with Home, Auto, Commercial and Life Insurance.
Comprehensive Services Ranging from Taxes and Investments* to Home, Auto, and Business Insurance. Please check out our website; http://www.simonswealthmanagement.com; for a full list of services offered.
*Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services (SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.
TAX PREPARATION
INVESTMENTS
HOME & AUTO INSURANCE
COMMERCIAL INSURANCE
LIFE INSURANCE
ACCOUNTING SERVICES
With our access to multiple carriers, you get the best possible insurance coverage with the lowest premium. On average we have been saving clients between 15-35% on a home and auto insurance.
It's to your benefit to shop around for insurance each year. With all the storms the mid-west has had in the last couple years, most insurance carriers are raising their rates. We have access to national and local insurance companies with competitive rates and great ratings. Why not shop and around and get the best rates possible?
Stop in today to or call to make an appointment for a free insurance review!
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