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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

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How to freeze your credit

  The Big Three There are three major credit bureaus; you will need to create an account at each bureau to properly secure your information.    Experian  Online: https://www.experian.com/freeze/center.html  (see screenshots and step by step instructions below)  By Phone: call 888-397-3742  TransUnion  Online: https://service.transunion.com/dss/login.page  (see screenshots and step by step

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Prioritizing Various Types of Savings

Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind.  Contact us to dive deeper and

Read More »

How to freeze your credit

  The Big Three There are three major credit bureaus; you will need to create an account at each bureau to properly secure your information.    Experian  Online: https://www.experian.com/freeze/center.html  (see screenshots and step by step instructions below)  By Phone: call 888-397-3742  TransUnion  Online: https://service.transunion.com/dss/login.page  (see screenshots and step by step

Read More »
woman pointing at notes on a board

Prioritizing Various Types of Savings

Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind.  Contact us to dive deeper and

Read More »

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Visit our offices, give us a call, or simply send us an email anytime. 

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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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