Symphony Financial Services

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

4100 Embassy Pkwy # 100, Akron, Ohio, 44...

Phone Number

(330) 434-2000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
1
1
1

About Symphony Financial Services

Symphony Financial Services, Inc. specializes in comprehensive financial planning, investment management, life insurance, business succession, estate planning, and retirement plan services. They focus on risk management and tailor portfolios to meet the unique financial goals of their clients. The firm aims to simplify the financial planning process, ensuring clients are well-prepared for both short-term and long-term objectives. Their services are designed for individuals and business owners seeking personalized financial solutions and strategies.Explore more
Symphony Financial Services's Social MediaPopular SearchesSymphony Financial Services IncSymphony Financial ServicesSymphony Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Symphony Financial Services Org Chart

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Client Services Associate

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Client Services Associate

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Client Services Associate

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Investment Advisor & Representative

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Investment Advisor & Representative

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Investment Advisor & Representative

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Assistant

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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Symphony Financial Servic...

<$5M
1-10
Private
-
-
AB
Andrew BoyazisClient Services Associate
<$5M
11-50
Private
-
2005
RL
Ralph LinarelliGroup President, Family Wealth Management, Llc
<$5M
1-10
Private
-
2012
KS
Kristy SpeightClient Service Associate
<$5M
1-10
Private
-
2016
RR
Robyn RhodesHealth Benefits Specialist
<$5M
1-10
Private
-
2009
BS
Brian SpitzleyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
Thomas Hine, Chief Executive Officer & Principal at Capital Wealth Management
Thomas HineCEO & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Symphony Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Symphony Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Symphony Financial Services.

Symphony Financial Services Tech Stack

A closer look at the technologies used by Symphony Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Symphony Financial Services

What is Symphony Financial Services's official website?
Symphony Financial Services's official website is www.symphony-financial.com
What is Symphony Financial Services's Revenue?
Symphony Financial Services's revenue is <$5 Million
What is Symphony Financial Services's SIC code?
Symphony Financial Services's SIC: 62,628
What is Symphony Financial Services's NAICS code?
Symphony Financial Services's NAICS: 52,523
How many employees does Symphony Financial Services have?
Symphony Financial Services has 1-10 employees
What industry does Symphony Financial Services belong to?
Symphony Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Symphony Financial Services competition?
Symphony Financial Services top competitors include: Berteotti Insurance and Financial Services, Feiertag Financial Services, Sterling Wealth Management, Buetow & Spitzley Wealth Management
What technology does Symphony Financial Services use?
Some of the popular technologies that Symphony Financial Services uses are: Sentry, Proofpoint, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Symphony Financial Services?
Symphony Financial Services contact info: Phone number: (330) 434-2000 Website: www.symphony-financial.com
What does Symphony Financial Services do?

Symphony Financial Services, Inc. specializes in comprehensive financial planning, investment management, life insurance, business succession, estate planning, and retirement plan services. They focus on risk management and tailor portfolios to meet the unique financial goals of their clients. The firm aims to simplify the financial planning proces... s, ensuring clients are well-prepared for both short-term and long-term objectives. Their services are designed for individuals and business owners seeking personalized financial solutions and strategies.Read More

What are Symphony Financial Services social media links?
Symphony Financial Services Linkedin page Symphony Financial Services Facebook page
Is Symphony Financial Services a public company?
Symphony Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Symphony Financial Services

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