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Sarah Delahanty, CFP®, MBA
SYM Financial Advisors
Sarah Delahanty, CFP®, MBA
Location:Midland, MI, 48640
Experience:10+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $250,000
Credentials/Education: CFP: Certified Financial Planner
MBA: Master of Business Administration
Fee structure(s):Hourly
Percentage of assets
Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the time, resources and energy to uniquely know each client and their goals.
By utilizing our team’s deep knowledge base and experience, we advocate for the executives we serve across a wide variety of industries and help them achieve their vision of financial success.
Please read the terms and conditions of the service before continuing.
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