Throwback to a conversation that empowers home ownership. Tina Bennett from Hallmark Home Mortgage along with Michelle Hipskind, CFP? discuss mortgage debt, interest rates, refinancing, and the value of professional guidance. Find the full episode here: https://lnkd.in/edSu5ywW
SYM Financial Advisors
金融服务
Winona Lake，Indiana 2,539 位关注者
UNCOMMON RELATIONSHIPS. UNCOMMON RESULTS.
关于我们
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.
- 网站
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https://www.SYM.com
SYM Financial Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Winona Lake，Indiana
- 类型
- 私人持股
- 创立
- 1968
- 领域
- Wealth Management、Portfolio Management、Employer-Sponsored Retirement Plans、Financial Planning、Equity-Based Compensation、Business Owners、Medical Professionals和Corporate Executives
地点
SYM Financial Advisors员工
动态
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Don’t leave your financial future up to luck. While finding that pot of gold may be a fairy tale, strategic financial planning can help you get closer to your goals. Let’s create a roadmap to your financial success—schedule a conversation today! https://lnkd.in/e27uWEMC
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Last week, we had the privilege of serving as the main event sponsor at the Isaac Knapp District Dental Society 2025 Annual Meeting. It was great to reconnect with familiar faces and engage with passionate professionals in the dental community.
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Over the past three weeks, all five of our offices united to make a meaningful impact at local organizations. Through hands-on volunteering and acts of kindness, we’ve made lasting connections and driven positive change within our communities. A heartfelt thank you to the amazing local organizations we've had the privilege to partner with, and to our dedicated employees for their unwavering passion. Together, we’ve created a lasting impact that we can all take pride in!
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Exceptional opportunity to join and contribute to a growing company. This position is open to candidates near any one of our 5 office locations.
We’re #hiring a new Human Resources Director in Fort Wayne, Indiana. Apply today or share this post with your network.
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We’re #hiring a new Human Resources Director in Fort Wayne, Indiana. Apply today or share this post with your network.
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Calling Dow Professionals! Join us for a free farm-to-table lunch and valuable financial insights, just one week away! We'll discuss the PPA pension buyout, strategies for managing Dow’s equity compensation, and provide personalized fiduciary advice. Plus, network with fellow Dow professionals and learn ways to maximize your financial opportunities. Don’t miss out on this educational lunch – RSVP today! https://lnkd.in/ehyZpURx
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