Jeffrey Simon, CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey Simon, CFP®

Tryline Private Wealth of TPG

150 W Campbell St
Arlington Heights, IL 60005
(847) 870-4695

General

Jeffrey Simon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tryline Private Wealth of TPG in Arlington Heights, IL and the surrounding communities.

Financial Advisor Overview

We assist successful people Build, Protect, and Properly Distribute Their Wealth. We do this by tailoring our relationship with you to help you achieve your business or personal goals through appropriate planning and quality service. Our Commitment is to: Help you focus your resources to most effectively reach your goals Meet with you at the frequency you choose Provide the level of service you request Return your calls promptly Help you make informed decisions Guide you to the best source if we do not provide the service you require Answer your questions about your financial position The decisions you make today will impact the rest of your life. Let Alper Financial relieve the pressure and develop a Financial Game Plan for you. The quality of your life is dependent on the quality of your planning. Areas of specialty: Comprehensive Financial Planning We work with women who have recently been divorced or widowed We offer Financial Education Workshops for organizations

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Financial Advisor Experience

Alper Financial, Inc. is managed by Jeffrey C. Simon. With more than 12 years of experience, Jeff has earned a reputation for his expertise, competency and integrity. He is a member of the Financial Planning Association - North Shore Council, and the American Institute of Certified Public Accountants. Jeff received a Master of Business Administration in Finance from the University of Illinois at Chicago in 1989. He is a Certified Public Accountant, a Certified Financial Planner and a CDP.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources