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Allow us to step into your shoes.
Financial paperwork is often mistaken for financial planning. The most important components – the people – are overlooked. At Simkowitz & Co., we look first to the people and then to paperwork. We step into your shoes and seek to really know your hopes, wishes and dreams.

When we truly understand, we truly help with personalized strategies and products that achieve your unique goals. And that’s just the first step. Next, we facilitate implementation and monitor results, continuously adapting your plan to the changing market and your changing life.

“As an accountant, I never recommend other professionals unless I’ve personally used their services. A few years ago, I asked David Simkowitz and his team to take care of my own insurance and estate planning needs. Although there were many complexities, they attended to every detail, had every document reviewed and signed, and the entire soup to nuts process completed in just six weeks! It was phenomenal >>


Clarify your financial picture. Crystallize your vision. Create your future. Planning for your estate, retirement, business, tax and other needs.

Dig deeper. Discover opportunity. Develop abundance.
Life, disability, long term care, annuities and mutual funds.

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