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How does the advisor help clients – Key Takeaways:
Sym Financial Advisors is a leading financial advisory firm that specializes in helping clients achieve their financial goals. Their team of expert advisors provide personalized and comprehensive financial planning services to individuals and businesses.
Some key takeaways of working with SYM Financial Advisors include:
- Personalized financial planning tailored to individual needs
- Expert advice and guidance on investment strategies
- Comprehensive analysis of financial goals and risk tolerance
- Transparent and open communication with clients
Facts and Insights
SYM Financial Advisors has been in the financial advisory business for over 20 years and has a strong track record of helping clients achieve their financial goals. With their team of experienced advisors, they have gained valuable insights into the ever changing financial landscape. Some of the key insights they have to offer include:
- The importance of a diversified investment portfolio
- The impact of market trends on investment strategies
- The role of risk management in financial planning
- The benefits of long-term investing
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50+ | 20+ years |
As of 2019, SYM Financial Advisors manages over $10 billion in assets and has a team of 50+ expert advisors. With over 20 years in business, they have established a strong reputation in the financial industry and continue to grow and expand their services.
Financial Services Offered
SYM Financial Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Some of their key services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
The team at SYM Financial Advisors works with a diverse range of clients, including:
- Individual investors
- High net worth individuals
- Business owners
- Pension plans and endowments
Fees & Compensation
SYM Financial Advisors operates on a fee-only basis, meaning they do not receive commissions or compensation from product sales. This ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management and are transparent from the beginning of the relationship.
Background
SYM Financial Advisors was founded in 1997 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. Today, the firm is a team of 50+ advisors who are committed to providing exceptional financial services and helping clients achieve their goals.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. Some important disclosures to know about SYM Financial Advisors include:
- Member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC)
- Licensed to sell securities and insurance in multiple states
- No settlements or disciplinary actions against the firm or its advisors