At SYM Financial Advisors, our relationships with our clients are the driving force of our business. An independent, fee-based Registered Investment Advisory (RIA) firm, we provide full-service wealth management, portfolio management, and retirement plan management services to our valued clients throughout the United States. To deliver the highest possible level of customer service, our trusted advisors are located in five offices across the region. Contact us to explore how we can help you achieve uncommon results.
New South Bend Office Location: Leighton Plaza Office Building, 130 S. Main St, Suite 325, South Bend.
Seth has twenty two years of experience in the financial services industry. In his role as Vice President, Seth provides leadership to a select group of clients while assisting in the guidance of SYM’s investing initiatives, from creation to implementation. Seth is a vital member of SYM’s Investment and Marketing committees, and his experience brings key insight in the area of Business Development.