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800 888-7968

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James Gallagher

A person with short dark hair, wearing a light blue shirt and dark blazer, stands in front of a glass door. The person is smiling and looking directly at the camera. The background shows a blurred view of trees and a street.

James Gallagher

James is a Financial Analyst.

As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work.

The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and financially stable lives.

Fort Wayne, IN

jgallagher@sym.com

Credentials

Logo of the University of Pennsylvania featuring a coat of arms with two books and a dolphin above three white chevrons on a blue shield, next to the text "Penn University of Pennsylvania" in blue.

Bachelor of Science in Economics – University of Pennsylvania, Wharton School of Business

James’ Words to Live By

“Well done is better than well said.”

– Benjamin Franklin

Personal Pursuits

SCUBA diving and fishing

Get James’ 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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