Simmons Capital Group - Clifton Park, New York

Simmons Capital Group: A Comprehensive Overview

Simmons Capital Group is a respected financial planning and financial advisory firm dedicated to helping individuals and families achieve their long-term financial goals. Located at 139 Meyer Rd, Clifton Park, NY 12065, and reachable at 84065624, the firm offers a comprehensive suite of services tailored to meet diverse client needs. Their website, simmonscapitalgroup.com, serves as a valuable resource for prospective clients seeking to learn more about their approach and offerings.

Core Services and Expertise

At its core, Simmons Capital Group specializes in providing personalized financial planning solutions. These services encompass a wide range of areas, including retirement planning, investment management, estate planning, and tax optimization. The firm’s advisors work closely with clients to understand their unique circumstances, risk tolerance, and financial aspirations. They then develop customized strategies designed to help clients navigate the complexities of the financial landscape and achieve their specific objectives. A key differentiator for Simmons Capital Group is their commitment to incorporating socially responsible investment platforms into their client portfolios, catering to individuals who prioritize ethical and sustainable investing. This demonstrates a forward-thinking approach and a dedication to aligning investments with clients’ values.

Location and Accessibility

The firm’s physical location at 139 Meyer Rd in Clifton Park, New York, provides a convenient and accessible environment for clients. Simmons Capital Group has invested significantly in ensuring accessibility for all visitors. The building features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, wheelchair accessible seating is available in the meeting rooms, demonstrating a commitment to inclusivity. Beyond physical accessibility, the firm also offers online appointments, expanding its reach and convenience for clients who prefer virtual interactions. The location is well-served by public transportation, and ample free parking lot is available.

Client Feedback and Reputation

Client feedback consistently highlights Simmons Capital Group’s integrity, responsiveness, and commitment to client success. Many clients emphasize the firm’s willingness to answer questions thoroughly and provide clear explanations of complex financial concepts. Several clients specifically mention advisors like Darren Leader, who they found to be knowledgeable and approachable. The firm’s dedication to building long-term relationships, coupled with their expertise, has fostered a strong reputation for trustworthiness. The average opinion of 5/5 across Google My Business reviews reflects a consistently positive client experience. The firm's approach appears to prioritize genuine communication and a deep understanding of client needs, fostering trust and loyalty.

Additional Amenities

To further enhance the client experience, Simmons Capital Group offers a gender-neutral restroom and a dedicated restroom. Recognizing the importance of a comfortable environment, the firm also provides on-site parking. The firm is also noted for being LGBTQ+ friendly and a transgender safespace, signifying a commitment to inclusivity and respect for all individuals. Appointments are highly recommended, allowing for dedicated time to discuss financial goals and strategies. The firm’s logistical considerations, including accessibility and parking, contribute to a seamless and positive experience for all clients.

Summary

Simmons Capital Group is a reputable financial planning firm located in Clifton Park, NY, offering comprehensive services including investment management, retirement planning, and estate planning. Their commitment to client-centric service, accessibility, and socially responsible investing has earned them a strong reputation and consistently positive feedback. The firm's dedication to building lasting relationships and providing personalized solutions makes it a valuable resource for individuals seeking expert financial guidance.

Keywords

• Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Financial Advisor

Word Count: 968

Quality Score: 8

Has HTML Tags: true

Language Used: English

👍 Reviews of Simmons Capital Group

John-Michael C.

5/5

We met Darren Leader at an adult education presentation he gave. We were impressed by his knowledge and demeanor. We have been using Simmons Capital ever since. They are a firm with integrity. They are available to answer any questions. We have been so pleased regarding the investment opportunities we have been offered, especially the socially responsible investment platforms. Our money has grown very well and we are very grateful!

Robert W.

5/5

Don Simmons and Darren Leader have assisted me for many years. I have always appreciated their candid and honest advice when it came to the funds they managed for me. Thank you Don and Darren.

Bob Wilson

Jack M.

5/5

They are a smart, friendly, and high performing financial advisement team. I couldn't be happier or feel safer with anyone else in control of my retirement.

C S.

5/5

They have the BEST staff!

Christian F.

5/5

Colleen C.

5/5

Cassie M.

5/5