Insights

Client-Centric Approach SYM Financial Advisors emphasizes a client-centric philosophy with personalized wealth management and portfolio services. This focus presents an opportunity to offer advanced CRM solutions or client engagement tools that can enhance their personalized service model.

Investment Activity Recent substantial investments in assets like Fidelity MSCI Materials ETF, Targa Resources, and Home Depot indicate active portfolio management. This suggests potential for offering sophisticated investment analytics platforms or asset management technology to support their ongoing investment strategies.

Market Engagement Participation in local cultural events such as the Arts United Awards demonstrates community involvement. Partnering with SYM to develop or sponsor community initiatives can strengthen their brand presence and client relationships.

Technology Stack Their current website uses WordPress and various SEO and media tools, which indicates openness to digital solutions. There is an opportunity to propose tailored digital marketing, website optimization, or client portal upgrades to enhance client engagement.

Growth and Hiring Recent hires in roles like financial advisors and client service representatives point to growth and expanding client service capabilities. Offering talent management, training programs, or HR solutions could support their strategic staffing initiatives.

SYM Financial Advisors Tech Stack

SYM Financial Advisors uses 8 technology products and services including NitroPack, Font Awesome, jQuery, and more. Explore SYM Financial Advisors's tech stack below.

  • NitroPack
    Caching
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Capital IQ
    Marketing Analytics
  • PHP
    Programming Languages
  • YouTube
    Video Players
  • FitVids.js
    Web Tools And Plugins
  • Sassy Social Share
    Widgets

Media & News

SYM Financial Advisors's Email Address Formats

SYM Financial Advisors uses at least 1 format(s):
SYM Financial Advisors Email FormatsExamplePercentage
FLast@sym.comJDoe@sym.com
94%
Last@sym.comDoe@sym.com
3%
LF@sym.comDJ@sym.com
2%
LFirst@sym.comDJohn@sym.com
1%

Frequently Asked Questions

Where is SYM Financial Advisors's headquarters located?

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SYM Financial Advisors's main headquarters is located at 801 Park Ave., Winona Lake, Indiana 46590, US. The company has employees across 1 continents, including North America.

What is SYM Financial Advisors's phone number?

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You can contact SYM Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SYM Financial Advisors's official website and social media links?

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SYM Financial Advisors's official website is sym.com and has social profiles on LinkedIn.

What is SYM Financial Advisors's SIC code NAICS code?

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SYM Financial Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does SYM Financial Advisors have currently?

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As of October 2025, SYM Financial Advisors has approximately 87 employees across 1 continents, including North America. Key team members include President: R. C.Director Of Marketing And Business Development: K. H.Assistant Client Service Manager: J. W.. Explore SYM Financial Advisors's employee directory with LeadIQ.

What industry does SYM Financial Advisors belong to?

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SYM Financial Advisors operates in the Financial Services industry.

What technology does SYM Financial Advisors use?

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SYM Financial Advisors's tech stack includes NitroPackFont AwesomejQueryCapital IQPHPYouTubeFitVids.jsSassy Social Share.

What is SYM Financial Advisors's email format?

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SYM Financial Advisors's email format typically follows the pattern of FLast@sym.com. Find more SYM Financial Advisors email formats with LeadIQ.

When was SYM Financial Advisors founded?

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SYM Financial Advisors was founded in 1968.
SYM Financial Advisors

SYM Financial Advisors

Financial ServicesUnited States51-200 Employees

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.  We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals.  As fiduciaries, you can be assured that SYM operates in your exclusive best interest.

We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. 

Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

Section iconCompany Overview

Headquarters
801 Park Ave., Winona Lake, Indiana 46590, US
Phone number
Website
sym.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1968
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    SYM Financial Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    SYM Financial Advisors's revenue is estimated to be in the range of $100M$250M

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