Simkowitz - Financial Services Brooklyn NY
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Over the years, Simkowitz and his team have assisted thousands of high net worth clients with their financial needs. Yet, clients rarely describe Simkowitz as a financial services specialist.

He is a friend. He is a confidante. He is a life and business strategist.

Unlike many in the financial industry who arrive for appointments with a sales script and clear list of objectives, Simkowitz arrives with a blank sheet of paper and a willingness to follow the conversation wherever it may lead. Whenever possible, Simkowitz shares what he knows, offering valuable advice that clients can immediately put to use. Clients leave every interaction knowing they have gained knowledge and that their time was well-invested.

Most importantly, Simkowitz and his team want clients to know that they care about their well-being. This creates a remarkable feeling which helps build trusting relationships.


“I recommend David Simkowitz and his team 100,000 percent! I first became acquainted with Simkowitz & Co. when my accountant recommended them about one year ago. I thought it was convenient that they offered both insurance and estate planning services. After working with them, I can't say enough positive things. David is absolutely brilliant. I can speak with him openly and he really listens to me and understands my needs. I appreciate his professionalism, expertise and confidentiality. Don't let his age fool you—although he and his team are young, energetic and bright, they also have a firm understanding of what’s important to a middle-age person. I wouldn’t recommend anyone else.”

-Susan Ostreicher
Satisfied Client, Brooklyn, NY
“I am open to my clients and they are open to me. I ask many questions
because if I know them, I can help them.” - David Simkowitz

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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