Symphony Financial Services, Inc.
4100 Embassy Parkway, Akron, OH 44333
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Symphony Financial Services, Inc. is a finance and legal institution located at 4100 Embassy Parkway in Akron, Ohio, United States. We specialize in bringing harmony to your financial future by carefully building and tailoring portfolios to fit each client's unique goals and objectives. Our focus on risk management ensures that your investments are aligned with your financial planning needs, both short and long term.
We offer services such as risk management, insurance policy reviews, retirement income planning, social security strategies, debt management, estate planning, and business succession planning. Our expertise in tax laws and business knowledge allows us to provide comprehensive solutions that meet your specific needs and fit within your financial picture.
At Symphony Financial Services, we believe in simplifying the financial planning process for our clients. Utilizing the latest planning software, we provide concise and easy-to-follow plans that help you reach your financial independence goals. Whether you are saving for the future or planning for retirement, our team is here to help you every step of the way.
We also specialize in defined contribution 401(k) plans and offer services to enhance business retirement plans, including Cash Balance Pension plans. Additionally, we help business owners retain key talent by implementing executive benefit programs such as Non-Qualified Deferred Compensation and Corporate Owned Life Insurance.
Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Symphony Financial Services, a Registered Investment Advisor. Our team is dedicated to providing transparent and sound strategies that benefit your business and help attract and retain valuable employees.
Contact us today to learn more about how Symphony Financial Services can help you achieve your financial goals. Someone will be in touch soon to discuss how we can bring harmony to your financial future.
Reviews
"What do I like about the business Google? My man Craig Small. That’s it."
"Portfolio Advisor, Craig, goes above and beyond to make sure the client’s investment objectives are met. He has definitely distinguished himself from the herd regarding investment recommendations. A real asset to the profession."
"Good customer service, really enjoyed working with Craig."
"Efficient service helpful people"
"My advisor handled everything in an exemplary manner. I would trust no one else the way I can trust the folks at Symphony."
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