Simmons Capital Group

At Simmons Capital we are committed to the STEWARDSHIP of our clients’ assets. We are passionate about two things. First, we love helping retirees to manage investment risk so that they can live a comfortable retirement. Second, we love to use our skills and resources to help our clients generously benefit those people and causes that are most dear to their hearts. OUR MISSION and VALUES Our passion is to improve the lives of others locally, regionally and globally. Our success is measured by how well we improve the lives of our clients. OUR INVESTMENT PHILOSOPHY As a team comprised of independent investment advisors, we have spent years honing our skills and seeking out the finest resources to develop the solutions that best match our clients’ unique personalities and objectives. Our primary expertise lies in portfolio design and management. At SIMMONS CAPITAL GROUP, we understand that the decisions leading up to retirement are critical, and we believe that the implementation of investment risk management strategies is the key to sustaining a comfortable lifestyle in retirement. Our goals: Stability, security, and peace of mind for all of our clients. DISCLAIMER: Brokerage and commission-based securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investment Advice offered through Simmons Capital Group, a registered investment advisor and a separate entity from PKS Investments. Purshe Kaplan Sterling Investments and Simmons Capital Group are not affiliated companies. Third-party posts found on this profile do not reflect the views of PKS Investments, LLC nor Simmons Capital Group.

网站

https://www.simmonscapitalgroup.com

Simmons Capital Group的外部链接

所属行业

金融服务

规模

2-10 人

总部

Halfmoon，New York

类型

私人持股

领域

Risk Adjusted Retirement Income Strategies、Philanthropic and Estate Planning和Comprehensive Wealth Management