The Simmonds Group
"Enriching Your Life"

Pete Simmonds and Joan Simmonds are Financial Advisors in the Syracuse, NY office of Merrill. We provide retirement planning, income planning, wealth management, and legacy planning services to retirees, near-retirees, and their families, and to business owners in the Syracuse, Auburn, and Oswego areas of Central New York, as well as to retirees and their families from Boston to Buffalo and from New England to Florida.

OUR MISSION
We take pride in getting to know you well enough to help you identify, manage and minimize the potential risks you may encounter in preparing for and enjoying a secure retirement.

HELPING YOU ACHIEVE THE LIFE YOU DESIRE
The Simmonds Group addresses both the emotional and practical elements of managing your money by bringing a personal touch and professional experience to each relationship. As we help individuals and business owners achieve their desired financial life, we focus on building, preserving and distributing the wealth you’ve worked so hard to attain. We will help you overcome the challenges of effective budgeting, planning for retirement and saving for your children’s or grandchildren’s education, so you will have the time you need to enjoy each day.

RETIREMENT PREPAREDNESS PROGRAM
Using The Simmonds Group's innovative Retirement Preparedness Toolkit, we'll walk you through our process for getting ready for retirement by helping you analyze projected retirement and healthcare expenses, sources of retirement income, and even when to begin collecting Social Security. We want you to feel confident you can enjoy a financially healthy retirement.

DOING THE RIGHT THING
Doing the right thing for you is an obligation we take personally and seriously. By genuinely putting you first, we keep all recommendations focused on your goals and objectives, your worries and concerns, your hopes and dreams. We employ a conservative investment philosophy that adheres to disciplined, long-term and purposeful strategies. And since Pete and Joan are husband and wife, our team has a unique ability to relate to your specific needs. When we sit down with you, we understand the aspirations and worries shaping your decisions because we have shared many of the same experiences. This insight further drives our ability and concern to manage your financial life as if it were our own.

WHAT YOU CAN EXPECT FROM US
We believe consistent communication ensures you remain informed every step of the way. And when the markets are volatile, we are committed to never leaving you in the dark or wavering in our dedication to providing you with the necessary support. In fact, we make frequent, regular phone calls to discuss the market volatility together and make any necessary changes.

Leveraging the knowledge and skills of each professional on our team enables us to provide streamlined advisory services, so you and your family receive the thorough guidance you need for long-term success.

Community Involvement is an integral part of how we interact with our clients and community. It is our privilege to be, or to have been, enthusiastically involved with volunteering and fundraising for a variety of fantastic organizations.

American Heart Association's "Go Red for Women"
David's Refuge
Vera House
Friends of Beaver Lake Nature Center
Rescue Mission of Syracuse
Baldwinsville Youth Soccer Association
Siena College and the Siena College Alumni Association
100 Women Who Care CNY
Baldwinsville Volunteer Center
Baldwinsville First United Methodist Church

Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.