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Symphony Wealth Group

Symphony Wealth Group Email Formats

Financial ServicesFlag of USPlano, Texas, United States11-20 Employees

Symphony Wealth Group Email Formats

Symphony Wealth Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
42.1%
{first name}@company.com
john@company.com
25.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
14.8%
{first name}{last name}@company.com
johndoe@company.com
10.2%
{last name}@company.com
doe@company.com
7.6%

Key Contacts at Symphony Wealth Group

Flag of US

Amber Andregg

Managing Partner, Founder

Flag of US

Joshua Smith

Managing Partner - Founder

Company overview

Headquarters5801 Headquarters Dr, Suite 100, Plano, Texas 75024, US
Phone number+18445537872
Website
NAICS52
Keywords
Tax Planning, Insurance Planning, Retirement Planning, Financial Planning, Investment Management, Certified Divorce Financial Analyst, Estate And Legacy Planning
Employees11-20

About Symphony Wealth Group

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights. www.FINRA.org www.SIPC.org Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Founder/Owner
Manager

Employees by Department

Symphony Wealth Group has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

Symphony Wealth Group has never raised funding before.

Frequently asked questions

Symphony Wealth Group is located in Plano, Texas, US.
You can reach Symphony Wealth Group at +18445537872.
Symphony Wealth Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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