SYM Financial Corporation

EST. AUM
$4,879,622,399

CONTACTS
11

CLIENT ACCOUNTS
5,993

Firm Details

Metro area South Bend
CRD Number 107517
Website sym.com
Client types

Overview

SYM Financial Advisors is a fee-based, employee-owned financial advisory firm that combines investment and wealth building strategies with strong relationships. The firm is dedicated to a client-centric philosophy of devoting the extra time, resources, and energy to uniquely know each client and their goals. As fiduciaries, clients can be assured that SYM operates in their exclusive best interest. SYM specializes in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. The firm's client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to its clients, using the team's deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

SYM Financial Corporation

Platform Details

Investment Preferences

Alternative Activity

Address

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