Merrill Lynch Financial Advisor Joan Simmonds

Services Offered

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

About

Joan Simmonds is a Certified Financial Planner (CFP®) based in Williamsville, New York, offering tailored investment advice and strategies. She focuses on understanding her clients' life goals, risk tolerance, time horizon, and liquidity needs to provide comprehensive financial guidance. Joan serves individuals and families looking to optimize their financial planning and investment management. Her approach is centered on creating personalized strategies that align with her clients' unique circumstances and objectives.

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