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    Sym Financial Advisors

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    Description

    • 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. And as fiduciaries, you can be assured that SYM operates in your exclusive best interest.We specialize in portfolio management and wealth management for high net worth families, foundations, and not-for-profit organizations, as well as retirement plan management for small to mid-size businesses. Our client service teams include over 40 motivated and experienced professionals and para-professionals in five locations in Indiana and Michigan. We work with over 850 clients, overseeing over 1.8 billion of investable assets. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our teams deep knowledge and vast experiences to be an advocate for our clients, helping them achieve their vision of financial success.
    • location

      Headquarters:801 Park Avenue , Winona Lake, Indiana, United States

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    • Sym Financial Advisors phone

      Phone Number: +1 574-269-5905

    • Sym Financial Advisors website

      Website:

    • Sym Financial Advisors employees

      Employees:20

    • Sym Financial Advisors revenue

      Revenue:$1 - 10M

    • Sym Financial Advisors legal name

      Legal Name:Sym Financial Advisors

    • Sym Financial Advisors's Social Media

      Sym Financial Advisors linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

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    Person level website visitor identification

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    Frequently Asked Questions regarding Sym Financial Advisors

    • Where are Sym Financial Advisors's Headquarters?

      Sym Financial Advisors's Headquarters are in 801 Park Avenue ,Winona Lake,Indiana,United States

    • What is Sym Financial Advisors's phone number?

      Sym Financial Advisors's phone number is +1 574-269-5905

    • What is Sym Financial Advisors's Revenue?

      Sym Financial Advisors's revenue is $1 - 10M

    • What is Sym Financial Advisors's NAICS code?

      Sym Financial Advisors's NAICS code is 523930

    • How many employees are working in Sym Financial Advisors

      Sym Financial Advisors has 20 employees

    • What is Sym Financial Advisors's Industry?

      Sym Financial Advisors is in the industry of Financial Services

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