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51-200 employees
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financial services
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801 Park Ave.,Winona Lake,Indiana,US
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SYM Financial Advisors is a fee-based, 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 $2.7 billion in assets. (as of ADV filed 3/30/2020).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.
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SYM Financial Advisors Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
100%
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The widely used SYM Financial Advisors email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.
To contact SYM Financial Advisors customer service number call here 800-888-7968. To contact SYM Financial Advisors customer service number in your country click here to find.
Jerry Yeager is the CEO of SYM Financial Advisors. To contact Jerry Yeager email at [email protected].
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