Our Belief on Personalized Financial Planning


We believe the difference between advice and great advice is too powerful for us to ignore. We believe in accountability and getting it right the first time.

The way we deliver great advice is by hiring great people with integrity, intelligence and intuition who all share a common belief that you should always finish what you choose to start.

We are fully committed to provide all of our clients with a personalized financial plan so that they too, finish what they choose to start.


Michael Zagari, Edward Simpson

Co-Founders of Zagari, Simpson & Associates Inc.