At SYM, wealth planning, portfolio management and 401ks are our business.
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.
Medical and Dental Professionals
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
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
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
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
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
It starts with a phone call. We'll listen. Then advise on your next best steps toward financial clarity.
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