One Team For All Of Your Goals

Originally, we were referred to you by one of insurance/investment advisors as we were unhappy with our previous benefit advisor. We have been very happy with SIMA.  It has been a very positive move for us and we all would highly recommend SIMA.  We appreciate the knowledge, service and quality of the help we receive with SIMA.  Very professional and we’ve had a very positive experience especially with you Steve and your team.  As new team members have been introduced to us, our experience has remained positive.

SIMA Financial Group has been our one-stop-shop for everything associated with our businesses for over two decades now, the past 25 years to be specific.  During this time, we have created multiple startup companies, grown them to very strong national players within their industries, and successfully exited these businesses through strategic acquisitions.  SIMA is absolutely our trusted partner in all financial matters including financial planning strategy, growth planning, fractional CFO support, accounting, tax, and M&A diligence and transaction support.  There have been many companies market us over the years to try and obtain our business, including the largest companies in the financial industry, but there is no way we could ever form a partnership with the level of expertise and capability that SIMA brings to us.  From our perspective, the relationship that we have with SIMA is as transformational to our businesses as any strategy that we have undertaken over the years. Kudos to SIMA and thanks for all of the years of partnership with many more to come. Mike Hurt, Co-Founder and Managing Partner of HBG Core Holdings, former COO and CEO of Amentra, former CEO of ARMS Software, and Managing Partner of A Better Way Athletics.

Working with SIMA has been nothing short of exceptional. They consistently go above and beyond to provide our employees with white glove service, making the often-complicated world of corporate benefits feel seamless and personalized. Their team is proactive, responsive, and genuinely invested in our people—treating every question and concern with care and clarity. It’s rare to find a partner so committed to excellence, and we’re incredibly grateful to have SIMA supporting our team. Leslie Collins, CFO, MARKETview