Symphony Financial Employee Directory

Financial ServicesUnited States11-50 Employees

At Symphony Financial, we believe in a collaborative approach to wealth management. We’ve strategically aligned our practice with Northwestern Mutual and the Private Client Group, allowing us to deliver the personalized attention of a boutique firm backed by the financial strength of a Fortune 100 company. Our mission is to deliver a profound sense of security by harmonizing each aspect of your financial world in a way that supports your goals and desires. We care about our clients’ lives, not just their money, and deliver an elevated experience with better, more meaningful outcomes so you can live more and worry less.

Find Symphony Financial employees' phone numbers or email addresses

Symphony Financial Global Highlights

Location
Employees

North America
30

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  • United States Of America
    29
  • Bahamas
    1

Symphony Financial's Leadership

  • Stylized image of a person
    C. G.
    Wealth Planner
    Phone icon

Contact profiles from Symphony Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. G.
    Wealth Planner
    Phone icon
    United StatesTexas
    Apr 25, 2025

Frequently Asked Questions

What is Symphony Financial known for?

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Symphony Financial operates in the Financial Services industry. The company's main headquarters is located in 5215 Old Orchard Rd, Suite 1200 Skokie, IL 60077, US. Explore Symphony Financial's company overview page for more information.

What is Symphony Financial's most common email format?

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Symphony Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Symphony Financial email formats with LeadIQ.

How many employees does Symphony Financial have currently?

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Symphony Financial has approximately 41 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Symphony Financial's key employees and leadership?

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As of October 2025, Symphony Financial's key employees include:

  • Wealth Planner: C. G.

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