SYM Financial Advisors

SYM Financial Advisors Guiding individuals, families, and business owners to financial success with tailored wealth planning, portfolio management, and 401(k) solutions.

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 special

ize 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. 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.

Address

801 Park Avenue
Winona Lake, IN
46590

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18008887968

Website

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