The Sims Financial Group, Inc.

Apr 2022

The Sims Financial Group is the epitome of what a organization who manages a person's money; their second most valuable asset, the first being their family. I have worked with Mr. **** and his Team for a number of years. He treats all of his clients as if they are super important wealthy. Even though a percentage of them are not financially stable at all. The thing I am most impressed with, is his dedication to educate and engage his clients and the public, on ways to save & finance their children's college education, a bucket list vacation, retirement or a big purchase item such as a house or a start a business.

Apr 2022

The Sims Financial Group has been a great source in my financial well-being. Charles and his group have over the years helped me in my investments and in my planning for retirement. He has always been looking out for me and my family. I can't thank him enough. Many many years ago I was at a funeral of a parent of an old high school friend. That is where I first met Charles. He was their financial advisor. That impressed me that this man cared enough about his clients to attend his funeral. Actually, I don't feel like a client. He is more like a friend, and this friend has great knowledge in financial affairs. Thank You Charles