SYM Financial. Who We Are. скачать в хорошем качестве

SYM Financial. Who We Are.

SYM Financial is a Registered Investment Advisor (RIA) that advises on wealth management and retirement planning in a commission-free structure. Founded in 1968, the firm has been guiding clients in the areas of investment portfolio management, financial planning, estate planning, risk analysis, compensation strategies, tax planning, business succession, education planning, charitable giving, retirement planning and 401ks. Financial planning is personal business that requires trust and confidentiality from an advisor. At SYM, we take our fidiciary oath seriously and believe that uncommon relationships deliver uncommon results. Disclosure: The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. The scenarios mentioned are for illustrative purposes only and do not guarantee success or a certain level of performance. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. SYM-20-101 _______________________________________________________________ Sym Financial Advisors 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://www.sym.com/financial-advisor... https://www.google.com/maps?cid=10073... 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://www.google.com/maps?cid=92091... https://www.sym.com/financial-advisor... 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://www.google.com/maps?cid=57746... https://www.sym.com/financial-advisor... 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://www.google.com/maps?cid=26241... https://www.sym.com/financial-advisor... 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://www.google.com/maps?cid=19968... https://www.sym.com/financial-advisor...