SYM Financial Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Indiana, United States · 51-200 Employees
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Overview
Headquarters
801 Park Ave, Winona Lake, Indiana, 4659...Phone Number
(574) 267-2300Website
www.sym.comRevenue
$21.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SYM Financial Advisors
SYM Financial Advisors is an independent, commission-free Registered Investment Advisor that specializes in financial planning, investment management, and employer retirement plans. They serve a diverse clientele including pre-retirees, retirees, corporate executives, healthcare professionals, business owners, and nonprofits. With over 55 years of experience, SYM is committed to providing personalized service and optimizing clients' financial assets. The firm is employee-owned, ensuring that their advisors are invested in creating a remarkable client experience.Explore more
SYM Financial Advisors Org Chart
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Activity Insights
SYM Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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SYM Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SYM Financial Advisors.
SYM Financial Advisors Tech Stack
A closer look at the technologies used by SYM Financial Advisors
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Most Recent Scoops
Project
An internal source in Infrastructure & Network Management has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to unified business analytics within the next six to nine months. SYM Financial Advisors is currently evaluating Microsoft Power BI Desktop.
Network, Request for Proposal (RFP), Infrastructure, Analytics & Insights, Business Development, Desktop, Forecasting, Corporate Strategy
Project
An internal source in Infrastructure & Network Management has indicated that the organization is planning to begin initiatives related to enterprise application integration (EAI) within three months. The organization has plans to integrate data from the existing investment platform into a business intelligence (BI) platform in support of these efforts.
Integration, Network, Spending/Investment, Business Intelligence, Infrastructure, Financial Planning, Enterprise Software, Software, Enterprise Resource Planning
Project
An internal source in Infrastructure & Network Management has indicated that the organization has completed initiatives related to network security within the last nine months.
Network, Information Security, Infrastructure, Security
Project
An internal source in Infrastructure & Network Management has indicated that the organization has completed initiatives related to compliance within the last nine months.
Network, Infrastructure, Compliance
Project
Network, Disaster Recovery, Information Security, Infrastructure, Security
SYM Financial Advisors News & Media
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SYM Financial Advisors is an independent, commission-free Registered Investment Advisor that specializes in financial planning, investment management, and employer retirement plans. They serve a diverse clientele including pre-retirees, retirees, corporate executives, healthcare professionals, business owners, and nonprofits. With over 55 years of... Read More
