A Financial Services Organization

Protect. Preserve. Perpetuate. Since 1999, Simkowitz & Co. has provided high net worth individuals and businesses with financial clarity and purpose. From estate planning to life insurance and wealth building, we will help you achieve your financial goals - whatever they may be. You've earned your place in life. Now, protect, preserve, perpetuate your legacy -- for today and for future generations. Allow us to transform your vision into reality.

FINANCIAL FACILITATION		INSURANCE & FINANCIAL PRODUCTS
Clarify your financial picture. Crystallize your vision. Create your future. Estate Planning, Retirement Planning, Business Planning, Tax Strategies and more.		Dig deeper. Discover opportunity. Develop abundance. Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, Mutual Funds, Health Insurance, and Pension Products.

Securities products offered through Park Avenue Securities LLC (PAS), member www.finra.org www.sipc.org. OSJ. PAS is a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Simkowitz & Company Inc is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Simkowitz & Co. is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Testimonials on this site are the personal views of one of David Simkowitz's clients and may not represent the experience of other clients. These opinions are not indicative of future performance or results.
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2020-106436 Exp 08/22