Locations

Cinnaminson, NJ
Ph: 856-303-2802
Exton, PA
Ph: 610-363-0974
Simone Zajac Wealth Management Group Are Your Financial Experts Simone Zajac Wealth Management Group Is Your Trusted Advisory Firm Simone Zajac Wealth Management Group Helps Families Maintain Positive Traditions

Specialists

Trustworthy

Expertise

Simone Zajac Wealth Management Group is an independent financial planning firm. Our team has over 40 years of financial planning experience and includes CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, and a CLU®. We provide unbiased advice to help you meet your financial goals.
We hold ourselves to the CFP Board Code of Ethics
Act solely in our clients
best interest
30+ year residents of PA and
NJ area
Investment Management
Life / LTC Insurance
Retirement Planning
Business Planning
Employee Benefits
More More More
Pennsylvania Location
347 N Pottstown Pike
Exton, PA 19341
Ph: 610-363-0974
Rick@SimoneZajac.com
Daniel@SimoneZajac.com
Ben@SimoneZajac.com
New Jersey Location
2401 Route 130 South, Ste 1
Cinnaminson, NJ 08077
Ph: 856-303-2802
Jim@SimoneZajac.com

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Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc. Registered Investment Advisors.  Securities offered through Lincoln Investment Planning, Inc., Broker/Dealer, Member FINRA /SIPC  www.lincolninvestment.com 
SimoneZajac Wealth Management Group, LLC. and the above firm are independent non-affiliated entities.