About Us

At Simmons Financial Partners, LLC, you are more than a number, or a bunch of numbers, to us. We get to know your situation, your goals, and most importantly, you. Then we propose the products for you and your situation. As an independent firm, we work for you, our client, not a financial company. By doing so, we have more to offer you, and you get the best product for you, not for our profit margin.

Our Founder, Steve Simmons’, strong commitment to enhancing client relationships led to him founding Simmons Financial Partners (SFP) in 2018. As a licensed insurance agency and a registered income tax service, SFP rounds out the non-investment financial services that clients need and want.

Partners is in our name because we see ourselves as partners with the associates in the companies who serve our clients and other professionals, such as attorneys, we access to help our clients. We are also partners with our clients as we work together toward achieving their financial goals.

Big financial companies have lots of agents who compete in an adversarial environment leaving their clients adrift once the deal is sealed.
At Simmons Financial Partners, we are on the journey with our clients. We’re here to fully service your account and answer your questions directly for the long-run, especially after the papers are signed. And unlike those big financial companies, we are an actual, human voice on the other end of the line.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We do business as SFP Tax & Insurance in the following states:

  • Florida
  • Massachusetts
  • Maine
  • New Hampshire
  • New York
  • Vermont