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Our mission is to: Protect, Maintain, Develop, and Increase our Clients’ Wealth through means of Tax Services, Bookkeeping, Consulting, and Financial Services. |
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Sim R. Portnoy Financial Advisor |
Tracy Corliss Portnoy Founder |
Raymond Saluga Payroll & Benefit Admin |
 About Our Group |
Sim R. Portnoy Sim R. Portnoy is a Financial Advisor with 1st Global Capital Corporation in Dallas, Texas and an Investment Advisor Representative for 1st Global Capital Corporation approved to conduct business in the state of Texas. As a Financial Advisor Mr. Portnoy holds NASD Series 7 License, NASD Series 66 License and a Texas License for Life, Health and Disability Insurance. Mr. Portnoy’s main objective, focus and efforts are geared to educate and help his clients with Retirement solutions-Kids Education solutions and with adequate Insurance protection. Sim moved to United States from Jerusalem, Israel in 1994. He served in the Israeli Defense Forces for 12 years. He was honorably discharged in 1994 at the rank of Senior Lieutenant. Sim lives in Corinth located in Denton County with his wife, Tracy Corliss-Portnoy and have two kids, two year old son Elijah and an eleven year old daughter Sarah. Mr. Portnoy speaks, reads and writes fluently in Russian and Hebrew. He is an avid Runner with 4 Marathons, 6 Half Marathons and one Ultra Marathon of 50 Miles (The famous “Grasslands Run”) under his belt. In his free time he enjoys snow skiing, tennis and playing basketball with his daughter Sarah. |
