Although our company-wide initiative, Investing in Community Impact, is coming to a close for now, we're just getting started! Stay tuned for more ways we’ll continue to give back to our communities throughout the year. Together, we can create lasting change.
SYM Financial Advisors
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Winona Lake，Indiana 2,540 ä½å…³æ³¨è€…
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èžæœåŠ¡
- 规模
- 51-200 人
- 总部
- Winona Lake，Indiana
- 类型
- ç§äººæŒè‚¡
- 创立
- 1968
- 领域
- Wealth Managementã€Portfolio Managementã€Employer-Sponsored Retirement Plansã€Financial Planningã€Equity-Based Compensationã€Business Ownersã€Medical Professionalså’ŒCorporate Executives
地点
SYM Financial Advisors员工
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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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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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