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Scott Soptick

Financial Planner at SYM Financial Advisors

  • LinkedIn

Email Email: s****@sym.com

phone noPhone Number: (***)-***-****

I love what I do. My job entails building lasting, trusted relationships with people from a wide variety of backgrounds and financial circumstances. Providing unbiased financial advice is...

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SYM FINANCIAL ADVISORS

SYM FINANCIAL ADVISORS

  • description Description
    SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-c...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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SYM Financial Advisors Org Chart and Mapping

Employees

Jessica Way

Assistant Client Service Manager

Jennifer Beagles

Client Service Representative

Julie Wiegand

Client Service Representative

Seth Whicker

V.P./Sr. Investment Advisor

Anne Randall

Customer Service Representative

Tom Ackmann

Principal / Senior Retirement Plan Advisor

Jonathan Slocum

Senior Financial Advisor

Frequently Asked Questions Regarding Scott Soptick

Answer: Scott Soptick works for SYM Financial Advisors as Financial Planner

Answer: Scott Soptick’s role in SYM Financial Advisors is Financial Planner

Answer: Scott Soptick's email address is s***@gmail.com

Answer: Scott Soptick's business email address is s****@sym.com

Answer: Scott Soptick’s direct phone number is (***)-***-****

Answer: Scott Soptick works in the industry of: Financial Services

Answer: Scott Soptick is the current Financial Planner at SYM Financial Advisors.... Read More

Answer: Scott Soptick works SYM Financial Advisors located at 801 Park Ave, Winona Lake, Indiana, 46590, United States

Answer: SYM Financial Advisors's Financial Planner is Scott Soptick

Answer: Scott Soptick contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@sym.com

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