Simon Quick Advisory Board

“When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.”

“When you are part of a dual-working couple, have kids, and stimulating careers, the thing that falls apart is the organization of it all. Working with the Simon Quick team has made us so much more proactive because we don’t have to find the time to research mortgage rates or find an attorney – the team takes care of it. They’ve created cost saving advantages and efficiency for two busy people who don’t have time to navigate the details.”

“When I sold my company I recognized that I needed more expert advice than my current advisor could provide. Since I began working with Simon Quick I’ve felt more secure, and have had fewer worries. I like the team approach, if my advisor isn’t available someone else on the team gets back to me very quickly.”