J.E. Simmons & CO., P.C.

J.E. Simmons & Co., P.C. is a registered investment advisor based in Dallas, Texas, offering investment management, financial planning, and accounting services. The firm builds personalized portfolios primarily using individual stocks, bonds, mutual funds, exchange-traded funds, and government securities, and can also utilize third-party managers when appropriate. Investment management is handled on a discretionary basis, meaning the firm makes trades on your behalf according to your agreed-upon goals. Financial planning covers a broad range of topics including retirement, taxes, cash flow, insurance, estate planning, and business succession. You can hire J.E. Simmons & Co., P.C. for investment management, financial planning, or both, as these services are completely separate and neither is required to use the other.