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Careers Client Portal Login Custodian Logins Home Who We Serve What We Do Meet SYM Insights Ask an Advisor Wealth Planning A SYM Financial Core Offering It’s what you do, but it doesn’t define who you are. It’s not all about the job. It’s your hobbies, your love for family, your sense of humor, and your drive to help others that makes you unique. From tax and retirement planning to risk assessment and elder planning, SYM takes on the particulars of your life. Our commission-free structure and long-term focus is designed for your best interest, because we want you as a client now and for decades to come.