Who We Serve
Our team offers wealth management, portfolio management and qualified plan services to clients throughout the United States. A focus on building strong, long-term relationships with individuals lies at the core of our clients' satisfaction with the service and the guidance we've provided for more than four decades.
Those who typically gain the most benefit from our services include:
Andy joined SYM Financial in January of 2014. Most recently, he lectured courses in investments and portfolio management at Loyola University Chicago's Quinlan School of Business, the 17th-ranked undergraduate finance program in the country.