Smart Capital Management, LLC is a trusted financial company located in Valley Stream, NY. With over 24 years of experience, they specialize in providing confidence and guidance to successful educators and their families, helping them transition to a better future. Led by President Stephen A. Simmons and partner Mary Anne Simmons, CPA, MBA, their unique SMART Transition Experience focuses on what matters most to each client, developing personalized plans to improve their quality of life. Smart Capital Management offers a wide range of services and educational materials to keep clients informed on financial issues and trends.
As an independent firm, Smart Capital Management works with Lincoln Investment and Capital Analysts to provide advisory services and securities products. They are dedicated to helping clients save money and reduce taxes through strategies such as 403B, 401K, and IRA. With a focus on personalized retirement planning and sound financial strategies, Smart Capital Management is committed to helping clients achieve their financial goals.
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