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If you’ve searched for financial advisor companies before, you’ll be pleased to find that the best financial advisors don’t require a trip south across the Causeway. You’ve got one of them right here on the North Shore in

Covington, Louisiana.

Have Questions About
Your Financial Future?

We’re Here to Help

With so many options available to those looking to grow and protect their hard-earned assets, cutting through the clutter and finding the right solutions can be a challenge. How can you know if your 401(k) or 457(b) plan choices will see you through for the long-term? At Simon & Simon Financial, we understand these unique challenges and that’s why we are driven to craft personalized, results-focused financial and retirement strategies for our clients.

At Simon and Simon Financial, your call won’t be answered by a computer. And your plan won’t be handed off to a junior advisor. The Simon Family works as a team to personally handle each and every client account.

You don’t have to visit the Southshore to work with the best financial advisors. Our office is conveniently located in downtown Covington. While we work with clients all over the country, our home is here in Southeast Louisiana. Our family has lived and worked here for three generations, and our firm will always be headquartered on the Northshore.

If you have any questions, comments, concerns or would like to explore the financial planning and retirement options that are available to you today, please use the simple contact form and we will contact you as soon as possible. There is no obligation and consultations are free.