ABOUT US

Meet the Team

Our Standards

Who We Are

Why Choose Us

We know you have options when choosing a financial team.  You want a place where you can entrust your finances and your feelings.  Symphony Financial, Ltd. Co. plans for the whole picture.  We plan for you, your family and your future.
Symphony Financial, Ltd. Co. holds itself to the highest fiduciary standards.  You can rest easy that you have put your trust in a team who is qualified, and time tested. Our President & CEO, Carr Burgoyne Jr., holds the highest designations in the industry and has 28 years of experience.  His leadership ensures that those on his team provide all clients with trusted, honest and knowledgeable advice.
We understand that your journey to today encompasses so many aspects.  Many of those aspects don’t involve money at all and that is what makes you special to Symphony Financial, Ltd. Co.  We will provide you with a professional team to ask the right questions and help you find the appropriate solutions to your life and retirement needs.​​

Your advisor and our staff are highly and specially trained to meet each unique opportunity you have.  From financial planning, advising, portfolio management or estate planning, Symphony Financial has a team in place to answer the hard and easy questions you face.

Let us walk beside you as you navigate your road to life and retirement.  

 
Our VISION, MISSION and Commitment to Our Clients

Commitment

Our Vison

Our COMMITMENT is to demonstrate, with our actions as well as with as our words, that Symphony Financial Clients are the most important people in this company.

At Symphony Financial clients rely on us to help them prosper, and it is our job to help them.

Our clients are not dependent upon us, we are dependent upon them.

That Symphony Financial Clients do not represent an interruption of our work, they are the purpose of it; we are not doing them a favor by handling their inquiries, they are granting us the privilege of earning their business. 

Our VISION is to inspire confidence by providing the best possible service and advice throughout the generations.

Mission

Our MISSION is to help our clients, as their primary financial resource, in making the best possible financial decisions throughout their lifetime and beyond.
We will accomplish this by providing extraordinary service from the top professionals in the industry and through continual education and communication with our clients.

Client Bill of Rights

A great relationship is based upon a solid foundation. The Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience at SYMPHONY FINANCIAL.
 
Quality of Service
You are entitled to a high level of proactive, courteous service from all associates at SYMPHONY FINANCIAL.
 
Trusted Advisors
You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey to True Wealth. Your Wealth Advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Your Wealth Advisor will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.
 
Recommendations Based Upon Your Needs
You have the right to independent and unconflicted advice and recommendations based upon your defined needs, risk tolerances, and goals. Through holistic Wealth Planning your needs are clearly defined and constantly monitored.
 
Confidentiality
You have the right to the strictest levels of confidentiality with information provided to your SYMPHONY FINANCIAL team. SYMPHONY FINANCIAL will protect all information to the highest standards outlined by SEC, FINRA, state and regulatory agencies.
 
Transparency
You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. All communications with the SYMPHONY FINANCIAL team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.
 
Prompt Response
You have the right to a prompt response from your SYMPHONY FINANCIAL team. As your Trusted Advisor, the SYMPHONY FINANCIAL team commits to returning calls by the end of each business day. Should you require additional research, our team will set a clearly defined time frame for redress.
 
Timely Communication
You have the right to be communicated to in a timely manner. As your Trusted Advisor, our goal is to provide you with information before the question arises, regardless of the medium used.
 
Education
You have the right to continual education along your journey to True Wealth. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your Wealth Plan.
 
Best Execution
You have the right to receive best execution in all that we do. Portfolio transactions will be executed in a timely manner, at the best available price, and with prompt third party confirmation. All interactions with the SYMPHONY FINANCIAL operations team will be timely, precise, and promptly completed.
 
Accuracy
You have the right to accurate third party reporting of all managed accounts. Your statements will identify all account positions held, cash receipts, and disbursements made through SYMPHONY FINANCIAL.