Portnoy Group of CompaniesOur mission is to protect, maintain, develop and increase our clients’ wealth through means of income tax preparation services, bookkeeping, consulting and financial services.
The Portnoy Retirement, Investments & Wealth Care LLC page is under construction and will be up on November 5th, 2018.
Sim is a Financial Advisor with 1st Global Capital Corp in Dallas, Texas and an Investment Advisor Representative for 1st Global Advisors, Inc. approved to conduct business in the state of Texas. As a financial advisor Mr. Portnoy holds FINRA Series 7 License, FINRA Series 66 License and a Texas license for life, health and disability insurance. Mr. Portnoy's main objectives are to educate and help his clients with various financial solutions.
Portnoy Group of Companies is not a CPA Firm. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC, Investment Advisory services offered through 1st Global Advisors, Inc., Insurance services offered through 1st Global Insurance Services, Inc., We have individuals licensed to offer Securities in the state of Texas. This is not an offer to sell Securities in any other state or jurisdiction.