Nicholas Simini

Wealth Advisor

Years of Experience: 7

Address: 1025 Westchester Ave Suite 318, White Plains, NY 10604
Phone: 914-729-1108

• Ramapo College of New Jersey – BS, Business Administration/Finance

• Risk Management
• Insurance Planning
• Investment and Retirement Planning
• Estate Planning
• College Planning
• Executive and Employee Benefit Plan Design and Planning

Client Specialization
• Provides financial counseling to the clients of major CPA and law firms.
• Top clients include business owners and high net worth individuals.

• Nick and his wife Alyssa currently reside in Stamford, CT.
• Community: Coach North Rockland Midget Football
• Hobbies include skiing, flag football, strength and conditioning training, and golfing.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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