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SYM Financial Advisors
Your trusted partner for personalized financial planning and wealth management in Fort Wayne.
New · No reviews (yet)
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Business
financial-advising
financial-advisor
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About SYM Financial Advisors
SYM Financial Advisors is a premier financial advisory firm dedicated to helping individuals and families in Fort Wayne achieve their financial goals. With a perfect 5-star rating, our team, including experts like Seth Whicker and Ethan Brown, provides comprehensive, personalized financial planning and wealth management services. We take the time to understand your unique needs, develop clear strategies, and offer ongoing support to ensure your financial future is secure and prosperous.
Business Info
Location
7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA
Services Offered
Personalized Financial Planning
Tailored financial plans designed to meet your specific goals, including retirement, education, and investment strategies.
Wealth Management
Comprehensive management of your assets and investments to optimize growth and minimize risk over time.
Retirement Planning
Expert guidance on saving, investing, and planning for a secure and comfortable retirement.
Investment Advisory
Professional advice on portfolio management, asset allocation, and investment opportunities aligned with your objectives.
Estate Planning
Assistance with wills, trusts, and legacy planning to protect and transfer your wealth efficiently.
Reviews
5(2 reviews)
T
Tonya Torres
via Google
4 months ago
A
Andy Becksteinvia Google
5 months ago
Seth Whicker and Ethan Brown take the time with my wife and I to develop a clear and well-defined financial plan for us.
