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DeSimone Investments, LLC
A Trusted Partner to Help Achieve Your
Financial Goals
DeSimone Investments was founded in 2011 with the mission of offering individuals an alternative to the large brokerage house/ commission based advisors.
We do not sell any investment products, but instead work closely with
our clients to develop a customized plan with the goal of becoming a
trusted partner for many years to come.
We specialize in Retirement Planning and the Portfolio Management of our client’s assets.
We have strong partnerships with additional Finance professionals to assist with your Estate Planning, Life Insurance or Accounting needs.
As a fee based Registered Investment Advisory firm we have a fiduciary duty to act in our client’s best interest.
732-801-5724
1288 Noah Rd, North Brunswick NJ 08902
www.verwealth.com
JIM DESIMONE FOUNDER & PRESIDENT
jim@verwealth.com
FUCILLO & WARREN FUNERAL HOME AND COUNTRYSIDE FUNERAL HOME - Page 43
