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Simco Financial

EST. AUM
$26,000,000

CONTACTS
1

CLIENT ACCOUNTS
24

Firm Details

Metro area Rochester
CRD Number 336660
Website simcoservices.com
Client types

Overview

Simco Financial is a family-owned advisory and business services firm located in the Finger Lakes region of New York. Founded in 2005 by Marc Simmons, it began as a corporate benefits brokerage and has grown into a multi-disciplinary provider offering payroll, HR, insurance, employee benefits, and retirement services. In response to evolving regulatory demands, particularly after the Affordable Care Act, Simco expanded its offerings and eventually launched a registered investment advisor (RIA) to better support retirement plan sponsors with fiduciary-level investment guidance. The firm remains committed to delivering integrated, personalized business solutions to its corporate and individual clients.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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