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. 

TYM5K

Join us on Memorial Day, May 30th, for the annual Tracey Yeager Memorial 5K Walk/Run. For more information, or to register, click on the logo above or find us at TYM5K.com    Read more >>>

 

Best Advisors for Doctors

With decades of experience in the comprehensive planning needs and unique earning cycle of physicians, dentists and other medical professionals, our advisors are proud to be listed in Medical Economics’ directory of Best Financial Advisors for Doctors.

 

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