Symphony Financial

TEAM

We are very proud to be ranked among the Nations Best!
 Top Row (left to right): Andrew Oak, Glenda Toon, Bill Shank, David Moeller, Alex Tapia, Michael Mitchell, Carr Burgoyne, Jr., Carr Burgoyne, Sr., Dennis Greensage, Irene Ahmed, Christian Smaistrla, Charlie Garland, Gary Greensage, Ryan Ferrin
Bottom Row (left to right): Sarah Sommers, Patsy Gates, Tracy Phillips, Amber Walker, Brenda Jackson, Megan Gaskamp, Elizabeth Austin
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  A B O U T   U S  
     
 
 

Building Wealth:

The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.

Independence and Objectivity:

As an Investment Adviser Representative with LPL Financial, a registered investment adviser, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

Our office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. We are able to do this by offering truly independent and objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*

Working on a fee basis allows us to:

Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.

Provide simplified performance reporting, making it easy for you to monitor your account.

Support you with ongoing professional advice, timely information about your account and updates on the world’s financial     markets.

Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate     changes.


If you would like any further information about fee-based asset management, wealth management or other areas of investing, please do not hesitate to contact us.


* Nominal transaction charges may apply.