SYM Financial Advisors Email Formats
Financial Services • 
Winona Lake, Indiana, United States • 51-100 Employees
SYM Financial Advisors Email Formats
SYM Financial Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@sym.com), used 75.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sym.com | 76.9% |
{first name}{last name} | johndoe@sym.com | 14.1% |
{last name}{last name} | doedoe@sym.com | 5.1% |
{first initial} | j@sym.com | 2.6% |
Company overview
| Headquarters | 801 Park Ave., Winona Lake, Indiana 46590, US |
| Phone number | +19896310244 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Portfolio Management, Financial Planning, Business Owners, Medical Professionals, Employer-Sponsored Retirement Plans, Corporate Executives, Equity-Based Compensation |
| Founded | 1968 |
| Employees | 51-100 |
| Socials |
About SYM Financial Advisors
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
SYM Financial Advisors has 68 employees across 9 departments.
Departments
Number of employees
Funding Data
SYM Financial Advisors has never raised funding before.
SYM Financial Advisors Tech Stack
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