SIMPLICITY FINANCIAL INVESTMENT SERVICES INC

SUMMIT, NJ

Address: 86 SUMMIT AVE STE 303, SUMMIT, NJ

3 Reviews

Simplicity Financial Investment Services Inc. is a comprehensive insurance agency based in Summit, New Jersey, at 86 Summit Ave Ste 303. Licensed to provide a range of insurance solutions, the agency caters to both individuals and businesses. Their product portfolio includes health insurance, life insurance, disability insurance, property and casualty insurance, and financial planning services. Simplicity Financial Investment Services Inc. is committed to delivering personalized insurance plans that align with the unique needs and financial goals of their clients.

Reviews for Simplicity Financial Investment Services Inc. generally reflect high levels of customer satisfaction. Clients appreciate the agency's professional and knowledgeable staff, who provide prompt and courteous service. The agency's dedication to transparency and personalized attention has earned them a reputation for building strong relationships with their clients. With a focus on simplicity and personalized solutions, Simplicity Financial Investment Services Inc. strives to provide peace of mind and financial security to its valued customers.

Other Details

  • License Type: Life Agency; AGENCY LICENSE
  • States licensed: NJ; FL
  • Products: Life Agent/Agency
  • Year Established: 2022
  • Company Type: Corporation
86 SUMMIT AVE STE 303, SUMMIT, NJ

Users Reviews

4.8

Based on 3 Reviews

Total 3 Reviews

JD

Jane Doe

  • Reviewed on
  • 8566 reviews written
4.8

i have been a customer of simplicity financial investment services inc for over 10 years and i have always been very happy with their services. they are always very professional and helpful. i would highly recommend them to anyone looking for a financial advisor.

MJ

Michael Jones

  • Reviewed on
  • 8448 reviews written
4.7

i have been a customer of simplicity financial investment services inc for over 5 years and i have always been very happy with their services. they are always very professional and helpful. i would highly recommend them to anyone looking for a financial advisor.

JS

John Smith

  • Reviewed on
  • 10537 reviews written
4.9

simplicity financial investment services inc is a great company to work for. they offer a great work environment and benefits package. the management is very supportive and the company is always looking for ways to improve. i would highly recommend this company to anyone looking for a great place to work.

M

MCCALLA CLARKE AGENCY, LLC.

MIRAMAR, FL

4.8 (1 reviews)

  • License Type: General Lines Agency; Life Agency; Pers Lines Prop and Cas Agency; AGENCY LICENSE
  • Products: Property and Casualty; Life Agent/Agency; Personal Lines Prop and Cas
  • Number of Agents: 0
  • States licensed: FL
  • Year Established: 2017
  • Company Type: Limited Liability Company
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C

CAPSTONE ESTATE PLANNING, INC..

MOORESVILLE, NC

0.0 (0 reviews)

  • License Type: Life Agency; AGENCY LICENSE
  • Products: Life Agent/Agency
  • Number of Agents: 0
  • States licensed: NC; FL
  • Year Established: 2024
  • Company Type: Corporation
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