Ask an Advisor
Home SYM Financial Office Locations

SYM Financial Office Locations

Home SYM Financial Office Locations

At SYM, wealth planningportfolio management and 401ks are our business.

Contact SYM Financial

SYM Financial has offices throughout Indiana and Michigan and provides financial services to clients at the local, regional, and national levels. You can contact any of our offices for more information regarding wealth management, portfolio management, or employer-sponsored retirement programs.

Corporate Executives

Medical and Dental Professionals

Business Owners

401(k) Plan Sponsors

Nonprofits

 

Please reach out for an Obligation Free Consultation.

Warsaw, IN

Located in the Warsaw Area, SYM Financial has been providing financial services for both individuals and businesses in Warsaw and the surrounding communities for over 50 years.

Area Leader: Steve Yeager

Address:

801 Park Ave
Winona Lake, IN 46590
Get Directions

(574) 267-2300

Fort Wayne, IN

SYM Financial is a commission-free financial planning and consultation service. We advise individual investors and employers on wealth management in the Greater Fort Wayne area.

Area Leaders:  Seth Whicker and Tom Ackmann

Address:

7030 Pointe Inverness Way #100
Fort Wayne, IN 46804
Get Directions

(260) 387-6822

Indianapolis, IN

Serving Indianapolis and the surrounding communities, SYM Financial is a Registered Investment Advisor (RIA) that advises on wealth management and retirement planning in a commission-free structure.

Area Leader: Rick Harrison

Address:

9100 Keystone Crossing
Indianapolis, IN 46240
Get Directions

(317) 848-8000

Mishawaka, IN

SYM Financial is a fiduciary in the Greater Michiana area, providing financial services for individuals seeking wealth management and for business owners needing management of the company 401k plan.

Area Leader: Jonathan Slocum

Address:

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545
Get Directions

(574) 287-0035

Midland, MI

Serving the Great Lakes Bay Region, SYM Financial provides investment management, financial planning and 401k plan management with experience advising corporate executives and business owners.

Area Leader: Sarah Delahanty

Address:

414 Townsend St
Midland, MI 48640
Get Directions

(989) 631-0244

learn more

It starts with a phone call. We'll listen. Then advise on your next best steps toward financial clarity.

Start Here

Jump To