SYM Financial Advisors

Description:
SYM Financial Advisors is one of the Midwest's largest fee-only independent wealth management firms with $2.4 billion in assets under management. Headquartered in Warsaw, Indiana with offices in Fort Wayne, Indianapolis, and South Bend, Indiana and Midland, Michigan, SYM Financial serves as fiduciary financial advisor to executives, private business owners, physicians, families, and not-for-profit organizations across the U.S.

Address:
801 Park Avenue, Winona Lake, Indiana, 46590

Phone:
(574) 267-2300

Fax:
574-269-5905

Mobile:
800 888-7968

Email:
[email protected]

List of Service:
Wealth Planning, Portfolio Management, Employer-Sponsored Retirement Plans, Financial Advisor

Business Hours:
Mon-Fri: 08:00 - 17:00, Sat-Sun: Closed

Year Established:
1968

Number of Employees:
62