Thank you to the 660 clients who took the 2022 SYM survey!
We are happy to share the highlights of what we learned.
SYM Survey Results 2022
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Indianapolis, IN
(317) 848-2180
9100 Keystone Crossing #560,
Indianapolis, IN 46240
Indianapolis, IN
(317) 848-2180
9100 Keystone Crossing #560,
Indianapolis, IN 46240
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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. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. 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 or Form CRS, which is available upon request.
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