Symphony Financial Team provides financial planning services, including a comprehensive evaluation of a client’s current and future financial state. They offer three financial planning packages. Symphony Financial also assists clients in selecting third-party investment managers. The firm uses eMoney, a web-based wealth management system, to keep data secure.
Assets Under ManagementN/A
Clients26
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
www.symphonyfinancialteam.com ·www.linkedin.com/in/jenniferferguson1 ·www.facebook.com/symphonyfinanicalteam
Fee Structure
Symphony Financial Team does not directly manage investments. Instead, they recommend clients to third-party investment managers, assisting in the selection of an appropriate allocation model. Investment management may be included with the financial planning fixed fee, depending on the service level selected.
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