Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Investment Management

Simonet Financial Group, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(512) 296-8962Write a Review

About

Overview

Simonet Financial Group, LLC

1300 Dacy Ln Ste 230

Kyle, TX 78640-4196

View Service Area

BBB Accreditation & Rating

Simonet Financial Group, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

Simonet Financial Group provides financial planning and investment management services, including personal financial planning, corporate planning, and money management. The company assists clients with cash flow management, retirement strategies, and investment portfolio oversight.

BBB Accredited Since: 9/29/2017

Years in Business: 10

Products and Services

Business Succession, Cash Flow Management, Corporate Planning, Education Planning, Estate Planning, Financial Planning, Investment Planning, Money Management, Retirement Planning, Tax Planning, Trust Services

Photos and Videos

Business Details

Local BBB:
BBB Heart of Texas
BBB File Opened:
5/18/2017
Business Started:
3/31/2016
Business Incorporated:
2/3/2016
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Bill Simonet CFP, Managing Principal

Additional Contact Information

Principal Contacts
Mr. Bill Simonet CFP, Managing Principal
Customer Contacts
Mr. Bill Simonet CFP, Managing Principal
Additional Websites
yelp.com/biz/simonet-fina...
yellowpages.com/kyle-tx/m...
Social Media

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.

Additional Information

Other Resources
Texas State Securities Board
208 E 10th St FL 5
Austin TX 78701
Phone Number: (512) 305-8300
http://www.ssb.state.tx.us
[email protected]
Business Categories
Investment Management, Financial Services, Fee Only Financial Advisor

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.