Symmetry Wealth Management

Financial Services • Londonderry, New Hampshire, United States • 1-10 Employees

Company overview

Headquarters	75 Gilcreast Road, Ste 304, Londonderry, NH 03053, US
Phone number	+16035054922
Website	symmetrywm.com
NAICS	52
SIC	874
Keywords	Investments, Risk Management, Tax Planning, Income Planning, Retirement Planning, Fiduciary, Financial Planning, Estate Planning, Tax Preparation, Divorce Planning
Founded	2015
Employees	1-10
Socials

Key Contact at Symmetry Wealth Management

Cynthia Pellegrino

Financial Advisor/CERTIFIED FINANCIAL PLANNER™/Owner

About Symmetry Wealth Management

As a Registered Representative of Fortune Financial Services, Inc and Investment Advisor Representative of Prosperity Wealth Management Cynthia Pellegrino, President of Symmetry Wealth Management, is able to offer full service financial planning to help individuals and familes reach their financial goals. She helps her clients with investments, insurances, estate planning, and tax planning. Robert Pellegrino is a Tax Professional offering Tax Preparation and Tax Planning Services. You Financial Life is an important thing to consider and can benefit from ongoing attention and planning . We believe most people can benefit from Financial Planning and we want to help those individuals who want to plan their financial future. We have a detailed process we use to help you understand your needs, and clear pricing so you know what you are paying and the value you get from that. Come in or a free consultation and see how we can help you create the Financial Life that you desire. Securities offered through Fortune Financial Services, Inc. 724-846-2488 Member FINRA/SIPC. Investment Advisory Services offered through Prosperity Wealth Management. Fortune Financial Services, Inc., Prosperity Wealth Management, and Symmetry Wealth Management LLC are separate entities.

Symmetry Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Symmetry Wealth Management has never raised funding before.

Symmetry Wealth Management Tech Stack

Discover the technologies and tools that power Symmetry Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Lodash

JavaScript libraries

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

scrollreveal

JavaScript libraries

Slick

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Open Graph

Miscellaneous

Font Awesome

Font scripts

Skrollr

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Bootstrap

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jQuery UI

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Frequently asked questions

Symmetry Wealth Management is located in Londonderry, New Hampshire, US.

You can reach Symmetry Wealth Management at +16035054922.

Symmetry Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Symmetry Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Symmetry Wealth Management

Cynthia Pellegrino

Financial Advisor/CERTIFIED FINANCIAL PLANNER™/Owner

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