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Saling Simms Associates, Inc.

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Saling Simms Associates, Inc.

Overview:

Established in 1983 and incorporated in 1988, Saling Simms Associates was granted the status of Registered Investment Advisor by the Securities and Exchange Commission in April of 1989. We provide a wholistic approach to financial planning. We believe in blending our knowledge and resources with your wishes, dreams, and aspirations toward a common goal that strives to better your life and the world around you. We are proud to be associated with Raymond James, one of the premier financial service firms in the industry.
As a registered investment advisor, Saling Simms Associates' mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available to help our clients employ advanced strategies for maximizing their wealth, their philanthropic giving, as well as helping them solve other legacy and long-term planning issues .

We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.
Your Rights as a Client:

   Courteous service
   A trustworthy and competent financial advisor
   Suitable recommendations
   Timely transactions at the best available prices
   Full disclosure of costs and risks
   Clear communications
   Comprehensive statements and trade confirmations
   Prompt error and complaint resolution
   Strict confidentiality

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