South Bend, IN - Sixteen years after first opening a South Bend office location, Winona Lake-based SYM Financial Advisors announces a move to the Leighton Plaza Office Building, 130 S. Main St, Suite 325, South Bend.
For SYM Financial, a Registered Investment Advisory firm managing $1.8 billion in assets for individuals, business owners, not-for-profit organizations, the medical community and retirement plans, the move represents an opportunity to continue to grow and evolve while keeping pace with clients’ needs.
“Truly, this move is an extension of the outstanding working relationships SYM is known for,” stated George Wolfson, Managing Partner of the South Bend office, SYM Senior Vice President and Chief Fixed Income Strategist. “We look forward to serving our clients and the professional community from our new location in the heart of this beautiful city.”
SYM Financial Advisors’ South Bend phone and fax numbers remain the same. The mailing address is now 130 S. Main Street, Suite 325, South Bend, IN, 46601.
SYM Financial Advisors is among the Midwest’s largest independent wealth management firms. In addition to the South Bend location, SYM maintains offices in Fort Wayne, Indianapolis and Winona Lake, Indiana and also in Midland, Michigan. The firm delivers unique, goals-based portfolio management solutions, wealth management, and a completely transparent and investor focused 401(k) solution.
For additional information, please call 800.888.7968 or visit www.sym.com.