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.
SYM Financial Advisors
金融服务
Winona Lake，Indiana 2,533 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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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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Tomorrow marks the final day of our Investing in Community Impact initiative! Over the past three weeks, all five of our offices have found meaningful ways to give back. Today, our Fort Wayne team visited Humane Fort Wayne, where they toured the facility, attended a presentation, made cat blankets, and spent time with the animals. It was a rewarding experience supporting such a great cause!
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Welcome to SYM, Glen Schroering! Glen joins us as a Client Service Representative in our Indianapolis office. He enjoys building relationships and helping clients reach their goals, while valuing SYM’s personalized service and fiduciary responsibility. Outside of work, Glen loves attending sporting events, musicals, and concerts. Check out his bio here: https://lnkd.in/et4SRVrp
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Calling All Dow Professionals: Join Us for a Free Lunch & Learn! With just two weeks away, this is a wonderful opportunity to enjoy a specially crafted, farm-to-table menu served family-style, all while gaining valuable insights into your financial future. What we’ll cover: ? The upcoming PPA pension buyout – What it means for you ? Smart strategies for managing Dow’s equity compensation Why Attend? ? Get personalized fiduciary advice in a relaxed, supportive environment ? Learn simple strategies to make the most of your financial opportunities ? Connect with fellow Dow professionals and share insights We hope to see you there – RSVP today to secure your spot! https://lnkd.in/ehyZpURx
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