"SYM Financial Advisors is one of the Midwest’s largest fee-only independent wealth management firms with $3.7 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. The firm delivers unique, goals-based portfolio and wealth management solutions and provides clients a completely transparent and investor-focused 401k solution."
Address: 801 Park Ave, Winona Lake, IN 46590, USA
Phone: (800) 888-7968
State: Indiana
County: Kosciusko County
City: Winona Lake
Zip Code: 46590
Opening Hours
Monday: 8:00 AM – 5:00 PM
Tuesday: 8:00 AM – 5:00 PM
Wednesday: 8:00 AM – 5:00 PM
Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 5:00 PM
Saturday: ClosedSunday: Closed
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