Careers Client Portal Login Custodian Logins Home Who We Serve What We Do Meet SYM Insights Ask an Advisor Disclosures All information contained on the website and/or social media pages is for informational purposes only and provides a way for individuals to contact SYM Financial Advisors (“SYM”). The information presented through the website and/or social media pages does not constitute a solicitation or offer to sell securities or investment advisory services. SYM is a Registered Investment Advisor and may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. No information accessed through the SYM website and/or social media pages constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. SYM’s specific advice is given only within the context of our contractual agreements with each client. The information in this website is based on data gathered from sources which we believe to be reliable. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. Individuals that access certain links on the SYM website may leave the SYM website. SYM does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to individuals for convenience and informational purposes. Furthermore, the information resulting from the use of tools or information through this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from an advisor. Any mention of past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by SYM) or product to which direct or indirect reference is made by SYM in its website and/or social media pages, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. 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