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James SimonFinancial advisor in Lansdale, PA

James Simon is a financial advisor at 780 S Valley Forge Rd, Lansdale, PA 19446.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lansdale, PA0 paid placements in any rankingHow we rank

Call (267) 615-2804Website ↗

Key facts

Key facts about James Simon
Address780 S Valley Forge Rd, Lansdale, PA 19446Get directions
Phone(267) 615-2804
Websitefa.citizensbank.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Lansdale and 11 towns within 25 miles: Montgomeryville, Norristown, West Norriton, Horsham, Limerick, King of Prussia, Willow Grove, Phoenixville, Radnor, Wayne and Ardmore.

Based in Lansdale, PAView on map

Questions about James Simon

What areas does James Simon serve?

Serves Lansdale and 11 towns within 25 miles: Montgomeryville, Norristown, West Norriton, Horsham, Limerick, King of Prussia, Willow Grove, Phoenixville, Radnor, Wayne and Ardmore. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact James Simon?

Call James Simon on (267) 615-2804. The business is at 780 S Valley Forge Rd, Lansdale, PA 19446. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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