Symphony Financial

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

5215 Old Orchard Rd Ste 1200, Skokie, Il...

Phone Number

(847) 232-1900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Symphony Financial

At Symphony Financial, we believe in a collaborative approach to wealth management. Weve strategically aligned our practice with Northwestern Mutual and the Private Client Group, allowing us to deliver the personalized attention of a boutique firm backed by the financial strength of a Fortune 100 company. Our mission is to deliver a profound sense of security by harmonizing each aspect of your financial world in a way that supports your goals and desires. We care about our clients lives, not just their money, and deliver an elevated experience with better, more meaningful outcomes so you can live more and worry less.Explore more
Symphony Financial's Social MediaPopular SearchesSymphony FinancialSymphony Financial - Northwestern MutualSymphony Financial NorthwesternSymphonyfinancialSIC Code 62,628NAICS Code 52,523Show more

Symphony Financial Org Chart

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Andrew Pesko, Chief Operating Officer at Symphony Financial
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Chief Operating Officer

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Director, Insurance Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Symphony Financial

<$5M
11-50
Private
-
-
Andrew Pesko, Chief Operating Officer at Symphony Financial
Andrew PeskoChief Operating Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.6M
1-10
Private
-
2009
AB
Anthony BorbaFinancial Advisor
$5.3M
11-50
Private
-
1999
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2021
AK
Andrew KaminskiChief Investment Officer
<$5M
1-10
Private
-
-
TD
Tracey DaigleChief Compliance Officer & Senior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Symphony Financial

What is Symphony Financial's official website?
Symphony Financial's official website is symphonyfinancial.nm.com
What is Symphony Financial's Revenue?
Symphony Financial's revenue is <$5 Million
What is Symphony Financial's SIC code?
Symphony Financial's SIC: 62,628
What is Symphony Financial's NAICS code?
Symphony Financial's NAICS: 52,523
How many employees does Symphony Financial have?
Symphony Financial has 11-50 employees
What industry does Symphony Financial belong to?
Symphony Financial is in the industry of: Finance, Securities Trading
What is Symphony Financial competition?
Symphony Financial top competitors include: Breen Wealth Management, Dowd Financial Group, Robinson Smith Wealth Advisors, Questmont Strategic Wealth Advisors
How do I contact Symphony Financial?
Symphony Financial contact info: Phone number: (847) 232-1900 Website: symphonyfinancial.nm.com
What does Symphony Financial do?

At Symphony Financial, we believe in a collaborative approach to wealth management. Weve strategically aligned our practice with Northwestern Mutual and the Private Client Group, allowing us to deliver the personalized attention of a boutique firm backed by the financial strength of a Fortune 100 company. Our mission is to deliver a profound sense... of security by harmonizing each aspect of your financial world in a way that supports your goals and desires. We care about our clients lives, not just their money, and deliver an elevated experience with better, more meaningful outcomes so you can live more and worry less.Read More

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

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