Merrill Lynch Financial Advisor George Simmons

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Investment management

About

George Simmons is a financial advisor based in New Haven, Connecticut, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), George specializes in comprehensive financial planning and investment management. He serves a diverse clientele, providing personalized guidance to help clients achieve their financial objectives.

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