Who we are

Founded in 2011, SIMAFinancials Group, Inc. specializes in all types of Health and Life Insurance Plans, Retirement Planning, College Savings Plans, as well as, business and financial planning for the Small Business owner. Over the past ten years, there has been a proliferation of financial products and a growing amount of financial information in magazines, newspapers and television.

Now, more than ever, you need someone who is trustworthy and an expert in personal financial planning and insurance.  We take a measured approach to your financial and personal goals, evaluating your objectives with your tolerance for risk before recommending an insurance strategy appropriate for your situation. We have more than 50 years of combined insurance and financial experience with us as your strategic partner, so you can trust that we diligently work to strengthen your financial position so it is a solid foundation for your life goals.

Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

EDDIE I. SIERRA

Founder/Principal

Eddie holds a Masters in Business Administration- Finance from Nova Southeastern University, as well as, Master’s Certificates in Global Management and Leadership from Nova Southeastern University. His background encompasses the areas of lobbying, banking, mortgage and the financial and insurance industry.

Give us a call today 305.219.2140

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Our Services

Life Insurance

A husband does not know the value of Life Insurance, only a widow does. This quote reminds us why it is important…

College Savings Plans

Covers “ALL qualified higher education expenses” – including: Tuition, Room and Board, Mandatory Fees…

Senior Advisor

Most of us don’t like to contemplate the need to prepare for our funeral and burial, but covering these…

PPACA – ACA

If you buy your own health insurance, important changes are coming. The biggest changes to health care in…

Global Health Insurance

WE have partnered with CIGNA Global Health Options to provide you global health insurance and peace…

We are SIMAFinancials Services

In exceptional service. The only way to build long-term value is to provide honest, friendly and personal experiences…