Symmetry Wealth Management LLC

Symmetry Wealth Management LLC I am a CERTIFIED FINANCIAL PLANNER™ helping people reach their financial goals. Helping with investments, insurances, estate planning, and tax mgt.

Retirement is coming...Do you have a plan? Let us help you get there!! As a Registered Representative of Fortune Financial Services and an Investment Advisor Representative of Prosperity Wealth Management Cynthia Pellegrino, President of Symmetry Wealth Management, is able to offer full service financial planning to help individuals and families reach their financial goals. She helps her clients w

ith investments, insurances, estate planning, and tax planning. She takes the time to get to know you and understand fully what your long and short term goals are, what your tolerance for risk is, and create individual plans to help you meet those goals. Understanding risk in clients portfolios is something she pays special attention to. Contact us for a free risk profile review to see if your risk tolerance actually matches your current portfolio. Contact: [email protected]

Tax Preparation & Planning Services offered by Robert Pellegrino, AFSP

Securities offered through Fortune Financial Services Inc. 724-846-2488 Member FINRA/SIPC. Investment Advisory Services offered through Prosperity Wealth Management. Fortune Financial Services, Inc, Prosperity Wealth Management, and Symmetry Wealth Management LLC are separate entities.

The scammers are back! Be careful...the IRS will never call or text you! They always send notices in the mail!
02/07/2025

The scammers are back! Be careful...the IRS will never call or text you! They always send notices in the mail!

The fake IRS emails and texts announcing tax refunds and credits are already on the way. It's tax filing season, so beware of the onslaught of financial scams.

The delay in RMD age impacts later required withdrawals, make sure you have a plan!
06/06/2024

The delay in RMD age impacts later required withdrawals, make sure you have a plan!

Delaying RMDs may be a costly tax strategy.

Good info at this time of year!!
11/28/2022

Good info at this time of year!!

Tax Tip 2022-181, November 28, 2022 — During the holiday season, taxpayers should be aware of gift card scams thieves commonly use this time of year. Con artists will target taxpayers by asking them to pay a fake tax bill with gift cards.

Great article!
06/26/2022

Great article!

How saving big not only prepares for retirement due to increasing the asset base to fund retirement, but also due to reducing retirement need as well!

Some good resources to check out!
05/29/2020

Some good resources to check out!

While coronavirus job losses are impacting everyone, data from the Bureau of Labor Statistics shows that women are being hit the hardest by today's crisis.

The scamsters are still out there!
05/25/2020

The scamsters are still out there!

Americans have lost nearly $39 million in coronavirus scams. Here are five steps experts say consumers can take to safeguard against common scam tactics.

Lots of people are asking "where is my stimulus check"?
04/20/2020

Lots of people are asking "where is my stimulus check"?

The IRS is sending out additional rounds of stimulus payments each week. Those with direct deposit will receive their checks sooner than those who are getting a paper check in the mail.

Be aware, the scammers are out and looking to take your money!
04/20/2020

Be aware, the scammers are out and looking to take your money!

COVID Tax Tip 2020-42, April 16, 2020

It’s critical to have a target in mind when investing for retirement. How much will you need?
10/11/2017

It’s critical to have a target in mind when investing for retirement. How much will you need?

There are some key concepts to understand when investing for retirement.

It’s possible to avoid these classic traps, with a little preparation.
09/28/2017

It’s possible to avoid these classic traps, with a little preparation.

Beware of these traps that could upend your retirement.

Do you know how missing the best and worst market days might affect your ?
07/26/2017

Do you know how missing the best and worst market days might affect your ?

All about how missing the best market days (or the worst!) might affect your portfolio.

Just entering retirement? Here's what you need to know.
07/20/2017

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Address

75 Gilcreast Road, Ste 304
Londonderry, NH
03053

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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