You don’t have to cross the Causeway to find the best financial advisors. Simon and Simon Financial has history and deep ties to families in Franklinton, Louisiana. The ranches, rolling hills and farms in Franklinton are unrivaled in beauty, and we have worked with people here for decades.

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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 cross Lake Pontchartrain to find the best financial advisors. We work with families all over the country. Our family was born and raised in Covington, Louisiana, and we love it. That’s why our company headquarters will always be here.

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