Insights

High-Net-Worth Focus Symphony Financial Services specializes in estate, retirement, and business succession planning for high-net-worth individuals and closely held business owners, presenting opportunities to offer premium financial products and personalized wealth management services.

Technology Adoption The company's use of advanced tech stacks such as Google Cloud, HTTP/3, and module federation indicates a commitment to modern, scalable digital solutions, providing openings to introduce innovative financial planning tools and secure client portals.

Revenue Scale With annual revenues estimated between $25 million to $50 million, Symphony Financial is positioned for growth and may be interested in expanding its investment management and technology infrastructure to serve its affluent clientele better.

Market Positioning Operating in a competitive landscape with firms like LPL Financial and Fidelity Investments, Symphony can leverage its personalized advisory services and niche expertise to differentiate and expand its market share among high-net-worth individuals.

Growth Potential Given the company's focus on comprehensive financial planning and the increasing demand for sophisticated wealth management, there are opportunities to cross-sell insurance, targeted investment products, and digital solutions that enhance client engagement and retention.

Similar companies to Symphony Financial Services, Inc.

Symphony Financial Services, Inc. Tech Stack

Symphony Financial Services, Inc. uses 8 technology products and services including Module Federation, Cart Functionality, Google Cloud, and more. Explore Symphony Financial Services, Inc.'s tech stack below.

Module Federation
Development
Cart Functionality
E-commerce
Google Cloud
Infrastructure As A Service
Lodash
Javascript Libraries
Zepto
Javascript Libraries
Envoy
Load Balancers
HTTP/3
Web & Portal Technology
Google Analytics
Web Analytics

Media & News

Symphony Financial Services, Inc.'s Email Address Formats

Symphony Financial Services, Inc. uses at least 1 format(s):

Symphony Financial Services, Inc. Email Formats	Example	Percentage
First@symphony-financial.com	John@symphony-financial.com	68%
FirstL@symphony-financial.com	JohnD@symphony-financial.com	14%
First.Last@symphony-financial.com	John.Doe@symphony-financial.com	11%
FirstLast@symphony-financial.com	JohnDoe@symphony-financial.com	7%

Frequently Asked Questions

Where is Symphony Financial Services, Inc.'s headquarters located?

Symphony Financial Services, Inc.'s main headquarters is located at 4100 Embassy Parkway # 100, Akron, Ohio 44333, US. The company has employees across 2 continents, including North AmericaAsia.

What is Symphony Financial Services, Inc.'s phone number?

You can contact Symphony Financial Services, Inc.'s main corporate office by phone at

+1-330-434-****

. 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 Symphony Financial Services, Inc.'s official website and social media links?

Symphony Financial Services, Inc.'s official website is symphony-financial.com and has social profiles on LinkedIn.

What is Symphony Financial Services, Inc.'s NAICS code?

Symphony Financial Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Symphony Financial Services, Inc. have currently?

As of December 2025, Symphony Financial Services, Inc. has approximately 15 employees across 2 continents, including North AmericaAsia. Key team members include Chief Consultant: P. M.Co-Founder Financial Advisor: B. W.Owner: P. C.. Explore Symphony Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Symphony Financial Services, Inc. belong to?

Symphony Financial Services, Inc. operates in the Financial Services industry.

What technology does Symphony Financial Services, Inc. use?

Symphony Financial Services, Inc.'s tech stack includes Module FederationCart FunctionalityGoogle CloudLodashZeptoEnvoyHTTP/3Google Analytics.

What is Symphony Financial Services, Inc.'s email format?

Symphony Financial Services, Inc.'s email format typically follows the pattern of First@symphony-financial.com. Find more Symphony Financial Services, Inc. email formats with LeadIQ.

When was Symphony Financial Services, Inc. founded?

Symphony Financial Services, Inc. was founded in 2001.

Symphony Financial Services, Inc.

Q: What technology does Symphony Financial Services, Inc. use?

Symphony Financial Services, Inc.'s tech stack includes WebsiteBuilder, HSTS, React, Module Federation, Wix.

Financial ServicesUnited States11-50 Employees

Experienced in tax planning, insurance, investment management and securities.Symphony Financial Services, Inc., specializes in estate, business succession, retirement and insurance planning for owners of closely held businesses and high-net-worth individuals.

Symphony Financial Services provides its clients with professional strategies and sound advice. Contact us today so that we may assist you in your financial needs.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Symphony Financial Services, Inc., a registered investment advisor and separate entity from LPL Financial.