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800 888-7968

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Eric Townsend

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Eric Townsend

Client Service Representative

Eric’s background working in the service industry has helped him to understand the importance of serving clients well. 

He says the most rewarding part of his job is getting to know clients and helping them reach their unique financial goals. He also enjoys working with great team members who genuinely care for each other.

Winona Lake, IN

etownsend@sym.com

Credentials

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Bachelor of Science – Trine University

Logo featuring the text "Financial Paraplanner Qualified Professional" with large initials "FP" on the top half and "QP" on the bottom half. The top section has black text on a white background, and the bottom section has white text on a black background.

Financial Paraplanner Qualified Professional™

Blue and white seal for Trine University in Angola, Indiana, featuring a large "T" in the center surrounded by a laurel wreath. The university name and location encircle the emblem.

Master of Business Administration –Trine University

Eric’s Words to Live By

In the end we only regret the chances we didn’t take, the relationships we were afraid to have, and the decisions we waited too long to make.

Favorite Book

“Born to Run” by Christopher McDougall

Get Eric’s Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@sym.com.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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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

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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