Why Clients Choose Us
Symphony Financial Services, Inc. is an Akron based, independent team of disciplined investment professionals offering multi-dimensional wealth management. We serve a select group of individuals, families, business owners and institutions both locally and around the country. By seeking a deeper understanding of our clients, we strive to meet and exceed their every need. Our vast capabilities and team approach allow us to be a single point of contact that provides sound advice and professional strategies. Our institutional quality investment solutions allow our clients, both individual and corporate, to have a customized investment portfolio. From top to bottom, Symphony Financial Services, Inc. is dedicated to providing a fully transparent relationship that is proactive in meeting any client need.
Thoughtful and thorough discovery helps us understand what is truly important to each client
A tailored plan is developed that details our clients’ current situation along with a clear, understandable plan of action
Involved in all aspects of the wealth planning process, we facilitate collaboration with other professionals and serve as a single point of contact
Teamwork and specialization allows us to leverage expertise and experience to bring true perspective to our advice and professional strategies
Knowledge, a team approach, and experience allows us to innovate and provide meaningful perspective
An established investment approach combined with institutional-quality investment solutions allows for portfolios customized to each client
Potential Benefit: Clients feel the confidence that comes from a plan that is organized, simplified, and monitored
Potential Benefit: Clients feel the passionate care and ease of knowing they have a centralized source of trusted advice
Commitment to Relationships
A passionate and relentless commitment to the highest levels of accessibility, responsiveness and follow-through
Ongoing communication and monitoring helps us focus on educating clients on their progress as well as forward-looking issues
Transparency and always putting ourselves in our clients’ shoes creates comfort and trust
Potential Benefit: Clients experience the peace of mind that comes from a long-term relationship.