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SYM Financial Advisors logo — UNCOMMON RELATIONSHIPS. UNCOMMON RESULTS.

SYM Financial Advisors

UNCOMMON RELATIONSHIPS. UNCOMMON RESULTS.

Founded 1968 United States United States 79 employees Finance, Financial Services +1

General Information

Company Name SYM Financial Advisors
Founded Year 1968
Location United States United States
Employees 79
Industries Finance, Financial Services, Wealth Management
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About SYM Financial Advisors

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. We oversee more than $4.1 billion in assets (as of ADV filing on 12/31/23). Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

No funding data available for SYM Financial Advisors yet.

SYM Financial Advisors Alternatives & Competitors

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SYM Financial Advisors vs
Altus Wealth Group, LLC
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SYM Financial Advisors vs
Fragasso Financial Advisors
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SYM Financial Advisors vs
Modera Wealth Management
Modera Wealth Management United States

Thoughtful, Impactful Financial Counsel Since 1983

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FAQ About SYM Financial Advisors

UNCOMMON RELATIONSHIPS. UNCOMMON RESULTS.
SYM Financial Advisors was founded in 1968.
SYM Financial Advisors is headquartered in United States.
SYM Financial Advisors operates in Finance, Financial Services and Wealth Management.
SYM Financial Advisors has approximately 79 employees.
Top alternatives and competitors to SYM Financial Advisors include Altus Wealth Group, LLC, Fragasso Financial Advisors, Modera Wealth Management, Exchange Capital Management, Inc., Global View Investment Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SYM Financial Advisors and Altus Wealth Group, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for SYM Financial Advisors, https://bouncewatch.com/company/sym-financial-advisors, updated 30 November 2024. When citing, please name BounceWatch and link this page.

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