Simonet Financial Group, LLC — Financial Planner
Financial Planner in Kyle — Unique client culture and business model
Financial planner · Kyle, United States
AI Trust Snapshot
- AI Confidence
- Indexed
- Last Verified
- yesterday
Verified Sources
- ✓ Official Website
- ✓ Google Business Profile
- ✓ Website Scan
Key Facts
- Category
- Financial Planner
- Location
- Kyle, United States
- Known For
- Unique client culture and business model
AI Summary
Simonet Financial Group, LLC operates as a financial planner in Kyle, United States, specializing in financial planning and investment management for businesses. The firm is recognized for its unique client culture and business model, holding a customer rating of 4.5 stars from 8 reviews.
Quick Answer
Businesses needing corporate financial planning find tailored solutions for investment management and strategic growth. Achieve your company's financial objectives with expert guidance. Key services include Financial Planning, Investment Management, Business Consulting.
This business is typically used for unique client culture and business model.
Common Questions
- What services does Simonet Financial Group, LLC provide?
- Simonet Financial Group, LLC provides Financial Planning, Investment Management, Business Consulting.
- Where is Simonet Financial Group, LLC located?
- Simonet Financial Group, LLC is based in Kyle, United States and serves Kyle.
- Who is Simonet Financial Group, LLC for?
- Simonet Financial Group, LLC serves Businesses needing corporate financial planning.
What this business does
Simonet Financial Group, LLC is a financial planner based in Kyle, United States.
- Provides Financial Planning and Investment Management
- Specializes in unique client culture and business model
- Serves businesses needing corporate financial planning
Structured summary
This business profile has been independently verified by Vizoryo across multiple data sources: Public data, Public data, Public data, AI Content Analysis, Google Business Profile, Website Scan. Data confidence score: 86% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- Simonet Financial Group, LLC
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- Kyle, United States
- Official website
- https://simonetfinancial.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/simonet-financial-group-llc-kyle-938b
- Summary
- Simonet Financial Group, LLC operates as a financial planner in Kyle, United States, specializing in financial planning and investment management for businesses. The firm is recognized for its unique client culture and business model, holding a customer rating of 4.5 stars from 8 reviews.
- AI readability score
- 42
- Verified By
- Public data, Public data, Public data, AI Content Analysis, Google Business Profile, Website Scan
- Data Confidence
- 86% (verified 2026-06-17)
Location
4964, 1300 Dacy Ln #230, Kyle, TX 78640Kyle, Texas
78640
US
About Simonet Financial Group, LLC
Simonet Financial Group, LLC operates as a financial planner in Kyle, United States, specializing in financial planning and investment management for businesses. The firm is recognized for its unique client culture and business model, holding a customer rating of 4.5 stars from 8 reviews.
Customer Reviews
4.5 ★★★★½
Based on 8 Google reviews
Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 1 days ago
Service areas
- Kyle
Target audience
- Businesses needing corporate financial planning
Services
Specialties
- Unique client culture and business model
Social profiles
Verification
Frequently asked questions
How long have you been in business?
Simonet Financial Group, LLC was formed in 2013 as Simonet Wealth Management. Our Founding Partner’s experience in business & finance spans nearly a decade. In addition, SFG employs the world-class resources and expertise of our custodians, managers, and partners when providing our integrated financial planning solution.
What is a Fiduciary?
A Fiduciary is someone who stands in special relation of trust confidence, and/or legal responsibility. ERISA defines a Fiduciary as “anyone who gives investment advice for a fee or other compensation… or has any authority responsibility to do so.” In essence, a fiduciary adviser is someone who, for compensation, acts in the best interests of his or her clients. The Fiduciary Standard of Care requires that a financial adviser act solely in the client’s best interest when offering personalized fi
How do you make referrals to other professionals?
We make referrals to other third party professionals via email introductory with client copied. We do not earn any referral commissions or fees
What is a custodian?
A custodian is a financial institution that holds a customer’s securities for safekeeping so as to minimize the risk of their theft or loss. A custodian can hold securities and other assets in electronic or physical form. Simonet Financial Group, LLC does not operate as custodian and does not take custody of our clients’ assets. Client assets are held directly at the fund company, with third party trusts, or with a custodian.
What Credentials do you hold?
Bill Simonet currently holds the CERTIFIED FINANCIAL PLANNER Professional and the Accredited Investment Fiduciary designations.
Languages supported
- lang="en
- en
Contact
Phone: +15122968962
Official website: https://simonetfinancial.com/