Simonet Financial Group — Financial Planner, Kyle
Financial Planner in Kyle — Unique client culture and business model
Financial planner · Kyle, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Kyle, United States
- Known For
- Fiduciary standard of care for client interests, Independent and objective financial advice
AI Summary
Simonet Financial Group, a financial planner in Kyle, United States, provides investment management services. The firm specializes in personal planning, corporate planning, and money management. It operates with a fiduciary standard of care, offering independent and objective financial advice to families and business owners.
Quick Answer
Simonet Financial Group, a financial planner in Kyle, United States, provides investment management services. The firm specializes in personal planning, corporate planning, and money management. It operates with a fiduciary standard of care, offering independent and objective financial advice to families and business owners. Key services include Personal Planning, Corporate Planning, Money Management.
This business is typically used for fiduciary standard of care for client interests and independent and objective financial advice.
Common Questions
- What services does Simonet Financial Group provide?
- Simonet Financial Group provides Personal Planning, Corporate Planning, Money Management.
- Where is Simonet Financial Group located?
- Simonet Financial Group is based in Kyle, United States and serves Kyle.
- Who is Simonet Financial Group for?
- Simonet Financial Group serves Families planning for their financial future and Business owners managing corporate retirement plans.
What this business does
Simonet Financial Group is a financial planner based in Kyle, United States.
- Provides Personal Planning and Corporate Planning
- Specializes in fiduciary standard of care for client interests
- Serves families planning for their financial future
Structured summary
Vizoryo ran a data-consistency check on this profile: it read 4 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 86% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- Business name
- Simonet Financial Group
- Category
- Financial Planner
- Industry
- Financial Planner - Investment Management
- 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, a financial planner in Kyle, United States, provides investment management services. The firm specializes in personal planning, corporate planning, and money management. It operates with a fiduciary standard of care, offering independent and objective financial advice to families and business owners.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 46
- Data Consistency
- 86% (checked 2026-07-03)
- Record status
- Auto-indexed
- Sources cross-checked
- 4 public sources
Location
4964, 1300 Dacy Ln #230, Kyle, TX 78640Kyle, Texas
78640
US
About Simonet Financial Group
Simonet Financial Group, a financial planner in Kyle, United States, provides investment management services. The firm specializes in personal planning, corporate planning, and money management. It operates with a fiduciary standard of care, offering independent and objective financial advice to families and business owners.
Customer Reviews
4.5 ★★★★½
Based on 8 Google reviews
Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.
Service areas
- Kyle
Target audience
- Families planning for their financial future
- Business owners managing corporate retirement plans
Specialties
- Fiduciary standard of care for client interests
- Independent and objective financial advice
Social profiles
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.
Business hours
- Monday
- 08:00 – 16:30
- Tuesday
- 08:00 – 16:30
- Wednesday
- 08:00 – 16:30
- Thursday
- 08:00 – 16:30
- Friday
- Closed
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +15122968962
Official website: https://simonetfinancial.com/