Investment Management
We provide institutional-quality investment solutions. The structure of our firm allows us to provide independent and unbiased investment advice on equities, fixed income, mutual funds and other intricate investments. Our team has extensive experience with alternative investments.
401(k) Services
Since 2001, Symphony Financial Services, Inc. has focused on offering an open architecture platform, which allows for full transparency.
Life Insurance
We provide life insurance solutions to both individual and institutional clients including Buy-Sell, Non-Qualified Deferred compensation and other executive arrangements. Our independence allows us to partner with numerous carriers to provide a customized solution to each client.
Business Succession Plans
Closely held businesses need a sound plan in place to ensure long-term success. Whether a business is shifting to a younger generation or changing owners, a proper plan protects the interest of both business owners and their valuable employees.
Estate Planning
Today's changing environment requires a careful eye. Whether it’s a simple review of your will or a comprehensive overhaul of your trust documents, we take the time to make sure you leave the legacy you desire.