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About

About This Business

Simon Associates offers personal and financial services for seniors. Professional, fiduciary serving as trustee executor and conservator.

BBB Accredited Since: 10/26/1992

Years in Business: 37

Products and Services

Asset Protection, Care Plan Setup, Elder Care Management, Fiduciary Representation, Fiduciary Services, Financial Planning, Tax Consultation, Tax Preparation, Tax Services, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
6/1/1989
Business Started:
10/1/1988
Business Started Locally:
10/1/1988
Business Management:
Ms. Barbara Simon, Manager
Number of Employees:
1

Additional Contact Information

Principal Contacts
Ms. Barbara Simon, Manager
Customer Contacts
Ms. Barbara Simon, Manager
Additional Email Addresses
Primary: Email this Business
Additional Websites
onetrustee.com/daily-news
Social Media
LinkedIn

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of Barbara Simon for this business, issued by Internal Revenue Service. The expiration date of this license is 1/10/2027.

Internal Revenue Service

P.O. Box 33968

Detroit MI 48232

855-4725540

Fax: (855) 8897959

Website

Additional Information

Other Resources
California Board of Accountancy
2450 Venture Oaks Way, Suite 300
Sacramento CA 95833-3291
Phone Number: (916) 263-3680
http://www.dca.ca.gov/cba/

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