Our Advisory Services
All in one solution for your financial planning, investment management, insurance and tax preparation needs.
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ONE PLATFORM FOR YOUR ENTIRE WEALTH MANAGMENT NEEDS
Zagari, Simpson has been nominated for 2 Industry Awards
Zagari, Simpson & Associates is proud to be nominated for 2 Wealth Professional Awards. Thank you to all our clients and members of the financial services industry. We truly appreciate your support. We cannot express enough how proud we are of our advisory team and what we have accomplished together over the last 7 years.
Personalized Financial Plans Delivered
Assets Under Management
Combined Years of Experience
Our advisory team is comprised of intelligence, intuition and integrity. With over 100 years of combined industry experience our advisory team includes MBA graduates, Chartered Financial Analysts, Financial Planners, Chartered General Accountants and client support and service staff.
Check out our latest views on market trends and developments across the globe.
What started with a United Kingdom referendum on exiting the European Union in 2016 is turning, three years later, into…
After a volatile week in the equity markets, we wanted to take this opportunity to touch base with our clients…
Where we are today? The last few days have left some investors feeling uneasy. We want you to know that it’s…