The Simon Group USA

The Simon Group USA offers a comprehensive range of insurance products designed to safeguard your assets and provide peace of mind. We provide access to a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC. Strategic Alliance firms are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services provided. Our offerings include property & casualty insurance, health insurance products, and life insurance solutions, tailored to meet the specific needs of individuals and families.

The Simon Group USA offers a comprehensive suite of investment strategies designed to guide you at every stage of your financial journey. Our Income & Growth Solutions include diverse options such as stocks, bonds, mutual funds, and annuities, as well as 401k rollovers, real estate investment trusts (REITs), and unit investment trusts (UITs). We provide access to tax-free investments, exchange-traded funds (ETFs), and both Roth IRA and Traditional IRA options to help optimize your portfolio’s growth while minimizing tax liability. Additionally, our tax-efficient strategies, including fixed-income bond funds, convertible securities, and concentrated equity positions, are designed to meet your unique financial goals. For those focused on retirement investments, we offer tailored solutions like 401(k), 403(b), Simple IRA, executive bonus plans, and deferred compensation strategies. We also provide comprehensive support for qualified plans, business succession, and buy-out funding options, as well as exercising stock options and planning for qualified retirement plans such as SEP and DROP programs.