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Investment Services

A full-service financial planning group that is here to help you!  

The Simonson Group has partnered with First State Bank of Wyoming to offer you comprehensive financial planning services in two convenient locations.  Their main office is inside the Stacy office and by appointment, they are available to meet with you in the Wyoming office. 
 
Left to Right:
 
Shannon Prendergast 
| Client Service Manager |  shannonp@focusfinancial.com

Tracey Simonson, CFP® 
| Financial Advisor  |   traceys@focusfinancial.com

Bob Fisk  
| Financial Advisor  |   robertf@focusfinancial.com  

 Life is full of changes.      Whether you are experiencing a job transition, divorce, funding college education, selling your business, or planning for retirement, The Simonson Group is here to help you make sense of the financial aspects of these changes – all with an honest, straight-forward and sensible approach that is easy to understand.

Join Us for a 90-minute Educational Seminar on Investment Basics or Retirement Income Planning.

 

  

  THE SIMONSON GROUP

PLAN  ·  FOCUS  ·  ACHIEVE
 

Our Main Office:   First state Bank of Wyoming, Stacy Office | 6115 Stacy Trail, Stacy | 651.462.7636
Our Office by Appointment:  First State Bank of Wyoming, Wyoming Office | 26741 Felton Ave, Wyoming | 651.462.7636
www.thesimonsongroup.com

Securities offered through Royal Alliance Associates Inc., member FINRA/ SIPC. Investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor. Entities listed are not affiliated with Royal Alliance Associates, Inc.  Not FDIC Insured - No Bank Guarantee - May Lose Value.

 

   
© 2007 First State Bank of Wyoming
    
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