BBB Accredited Business Profile

Simon & Simon Financial, LLC

Simon & Simon Financial, LLC

(985) 966-5974

Simon & Simon Financial, LLC

4 years in business
1123 South Tyler Street
Covington, LA 70433
Additional Email Addresses
BBB File Opened: 07/25/2012
Business Started: 08/01/2013
Business Incorporated: 08/01/2013 in LA
Type of Entity
Sole Proprietorship
Business Management
  • Mr. Chad Simon, Owner
Business Category
  • Financial Planning Consultants
  • Insurance Consultant

Products & Services
Medicare Insurance (Medicare Supplements, Medicare Advantage & Prescription Drug Plans), Final Expense, Dental, Vision & Hearing , Life Insurance, Annuities, Health Insurance, Medicare Supplements, Medicare Advantage Plans, Prescription Drug Plans
Methods of Payment
  • There is no fee or obligation for our services.
BBB accredited business



Retirement Income & Insurance Solutions, Inc. is a family owned and operated firm, right here in the heart of Covington, Louisiana. We work with our Parent company, Simon & Simon International, Inc. to offer our clients' a comprehensive approach to protecting their financial interests. Our family has been providing investment and insurance solutions for almost 50 years. We hold the strong belief that every clients' needs are different and offer solutions that best fit your particular situation. Over the years, we have cultivated life-long relationships, with clients as well as carriers, that we feel give us the edge in providing the most comprehensive solutions for your retirement needs.
I imagine you have a lot of questions about getting your Medicare coverage. When can I join? What are my options? Which health plan can help me save money? At Retirement Income & Insurance Solutions, Inc., we believe an educated client is a happy client. We want you to be informed so that you have piece of mind about your
decision. We offer only government-sponsored Medicare Advantage programs that are loaded with extra benefits, with $0 premiums. We offer Medicare Supplements that can save you thousands in medical expenses, at the lowest possible premium available. We serve as your Medicare "guru" through the decision process, and throughout the course of your senior years.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

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Simon & Simon Financial, LLC

Simon & Simon Financial, LLC


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