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The Simmons Point Group
Our Team
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
NFBHC Pink Pearl Gala
The Simmons Point Group was proud to attend the North Fork Breast Health Coalition's annual Pink Pearl Gala on May 5th.
SCCOA Golf Outing
The Simmons Point Group was proud to support the Suffolk County Correction Officers Association at their annual golf outing on October 18th.
The Richard O'Brien Foundation
The Simmons Point Group was to continue their support of the Richard J O'Brien Foundation at their annual Networking for a Cause Over Cocktails even on September 20th.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 24, 2024
We would like to take this opportunity to welcome Shana Kolb to the Simmons Point Group. Shana will be joining us from our Melville office, and we're excited to have her on board. We would also like to thank Jessica Wendelken for her years of service and support to the Simmons Point Group and our clients, as she leaves Janney to pursue a career in the medical field. She will be greatly missed, and we wish her all the best!
July 22, 2024
Resilient Consumer and Lower Inflation Bolster Soft Landing Case
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
July 18, 2024
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
Our Investment Strategy Group breaks down the economic and investment implications of recent major government spending initiatives on infrastructure, clean energy and semiconductor technology.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information