Since 1981, Eric Simons has been helping individuals, particularly single women and arts professionals, make smart money decisions. In doing so, he focuses on life goals and values, day-to-day money management, and wealth maximization. Simons is an independent insurance agent, tax preparer, NYS Certified Guardian, and an NYS-trained mediator and collaborative divorce professional. He often liaises on behalf of clients in various situations, including tax issues, divorce planning, credit rehabilitation, risk-managed investing, and multi-generational estate planning.
LICENSES AND CERTIFICATIONS