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800 888-7968

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Jennifer Beagles

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Jennifer Beagles

Senior Client Service Representative

The best part of my job is interacting with clients and being able to help them in any way I can. My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes.

Mishawaka, IN

jbeagles@sym.com

Credentials

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Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN

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Financial Paraplanner Qualified Professional™

Jennifer’s Words to Live By

“If not now, then when?”

Personal Pursuits

Jennifer’s goal is to earn her Certified Financial Planner® credentials and become an advisor. In her free-time she enjoys playing with her goldendoodle puppy, spending time with family and friends, and being outdoors.

Get Jennifer’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 Mishawaka 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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