Patrick Simon Email & Phone Number

My name is Patrick Simon and I am a Financial Services Representative with Foresters Financial Services, Inc. I provide everyday families with financial solutions, guidance and tools to meet their needs across all stages of life. I offer personalized service with a long-term approach and fresh thinking to help my clients:- Save and invest for retirement, education and other life events- Create retirement income strategies- Protect the ones they love- Plan their legacyWe are part of Foresters™, an international financial service provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at 954-628-4100 or by e-mail at patrick.simon@foresters.comNeither Foresters Financial Services, Inc. nor any of its affiliates, associates or representatives are affiliated with LinkedIn/Facebook, nor endorse any of the views, representations or services offered or made by anyone else on this site. Foresters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money.

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  Financial Services Representative

  Foresters Financial Services

  Aug 2014 - Present

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  University Of Miami

  Finance, General