Our Advisory Services

All in one solution for your financial planning, investment management, insurance and tax preparation needs.

Personalized Financial Plan

Your Financial Plan is truly one of kind   At Zagari, Simpson & Associates, we can personalize the most in-depth…

Portfolio Management

Portfolio Management built around a solid process At Zagari, Simpson & Associates, we are your advisory team ready to provide…

Become Better Organized

ONE PLATFORM FOR YOUR ENTIRE WEALTH MANAGMENT NEEDS

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Our Principles

Zagari, Simpson & Associates was founded on the commitment to provide comprehensive financial advisory services with fee transparency delivered within a boutique quality style experience.

500

Personalized Financial Plans Delivered

23

Advisory Team

250 Million

Assets Under Management

100

Combined Years of Experience

Our Team

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.

Susan Cornes

Director of Operations

Jennifer Bradshaw

Client Services Coordinator

Nadia Discenza

Administrative Assistant

Current Views

Check out our latest views on market trends and developments across the globe.