Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Simmonds Group
help you plan to enjoy the
of a life well spent.
The Simmonds Group
"Enriching Your Life"
Pete Simmonds, Joan Simmonds, and Kyle Witman are Financial Advisors in the Syracuse, NY office of Merrill Lynch. 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.
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"
Friends of Beaver Lake Nature Center
Baldwinsville Youth Soccer Association
Siena College and the Siena College Alumni Association
McMahon Ryan Child Advocacy Center
100 Women Who Care CNY
Rescue Mission of Syracuse
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.
Master of Business Administration, Northeastern University, Boston, MA
B.S. Marketing & Management, Siena College, Loudonville, NY
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Vice President Wealth Management Lending Officer Bank of America, N.A.
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.