Careers Client Portal Login Custodian Logins Home Who We Serve What We Do Meet SYM Insights Ask an Advisor SYM Financial Office Locations At SYM, wealth planning, portfolio management and 401ks are our business. Contact SYM Financial SYM Financial has offices throughout Indiana and Michigan and provides financial services to clients at the local, regional, and national levels. You can contact any of our offices for more information regarding wealth management, portfolio management, or employer-sponsored retirement programs. Corporate Executives Medical and Dental Professionals Business Owners 401(k) Plan Sponsors Nonprofits Please reach out for an Obligation Free Consultation. Warsaw, IN Located in the Warsaw Area, SYM Financial has been providing financial services for both individuals and businesses in Warsaw and the surrounding communities for over 50 years. Area Leader: Steve Yeager Wealth Planning Portfolio Management 401K Plan Management Address: 801 Park Ave Winona Lake, IN 46590 Get Directions (574) 267-2300 Fort Wayne, IN SYM Financial is a commission-free financial planning and consultation service. We advise individual investors and employers on wealth management in the Greater Fort Wayne area. Area Leaders: Seth Whicker and Tom Ackmann Wealth Planning Portfolio Management 401K Plan Management Address: 7030 Pointe Inverness Way #100 Fort Wayne, IN 46804 Get Directions (260) 387-6822 Indianapolis, IN Serving Indianapolis and the surrounding communities, SYM Financial is a Registered Investment Advisor (RIA) that advises on wealth management and retirement planning in a commission-free structure. Area Leader: Rick Harrison Wealth Planning Portfolio Management 401K Plan Management Address: 9100 Keystone Crossing, Suite 560 Indianapolis, IN 46240 Get Directions (317) 848-2180 Mishawaka, IN SYM Financial is a fiduciary in the Greater Mishawaka area, providing financial services for individuals seeking wealth management and for business owners needing management of the company 401k plan. Area Leader: Jonathan Slocum Wealth Planning Portfolio Management 401K Plan Management Address: 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545 Get Directions (574) 287-0035 Midland, MI Serving the Great Lakes Bay Region, SYM Financial provides investment management, financial planning and 401k plan management with experience advising corporate executives and business owners. Area Leader: Sarah Delahanty Wealth Planning Portfolio Management 401K Plan Management Address: 414 Townsend St Midland, MI 48640 Get Directions (989) 631-0244 learn more It starts with a phone call. We'll listen. Then advise on your next best steps toward financial clarity. 800-888-7968. START HERE jump to Who We Serve Corporate Executives Medical & Dental Professionals Business Owners 401(k) Plan Sponsors Nonprofits What We Do Wealth Planning Portfolio Management Employer-Sponsored Retirement Plans Warsaw, IN Fort Wayne, IN Indianapolis, IN Mishawaka, IN Midland, MI 800 888-7968 Email Us Client Portal Login Who We Serve Corporate Executives Medical & Dental Professionals Business Owners What We Do Wealth Planning Portfolio Management Employer-Sponsored Retirement Plans Locations Insights Quarterly Newsletters Podcasts More Good Stuff Disclosures Privacy/Terms Form CRS Sitemap © 2021 SYM Financial Advisors