Indiana > Mishawaka > SYM Financial Advisors

SYM Financial Advisors

Verified Listing

(574) 287-0035
4215 Edison Lakes Pkwy
Suite 320
Mishawaka, IN 46545
Category: Financial Advisor


About

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 Winona Lake, 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.


Products And Services

Wealth Planning, Portfolio Management, Employer-Sponsored Retirement Plans, Financial Advisor



Year Founded

1968


Number Of Employees

62


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