Dakota
Dakota
Book a Demo
Talk to an Expert

Symphony Financial Services, Inc.

EST. AUM
$428,700,951

CONTACTS
6

CLIENT ACCOUNTS
1,312

Firm Details

Metro area Cleveland
CRD Number 125058
Website symphony-financial.com
Client types

Overview

Symphony Financial Services, Inc. is a company founded in 2001 by John Y. Kim, a Juilliard School of Music graduate whose passion for music inspired the company's name. The team at Symphony Financial Services is professionally educated and dedicated to assisting clients by leveraging their expertise and experience. They emphasize transparency and empathy, always considering the clients' perspectives. The company's commitment to long-term relationships instills confidence in their clients. Symphony Financial Services aims to deliver value through personalized, ongoing relationships while optimizing and harmonizing clients' financial strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy