| 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
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| Fee structure(s): | Hourly
Percentage of assets
Fixed Fee
Fee only
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| Services offered: | Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Divorce
Education Funding
Equity Comp. Planning
StockOpter Analysis
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| 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. |
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