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A Financial Services Organization |
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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. |
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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.
This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Best Interest Disclosure and Form CRS
Important Disclosures
Additional Disclosures
2024-167922 Exp 01/26
California License #0198744
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