Sycamore Financial Group 2713 Rockford Lane, Kokomo, IN 46902
About the Business
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Sycamore Financial Group, located at 2713 Rockford Lane in Kokomo, Indiana, is a Certified B Corporation® and a leading finance institution in the state. As a professionally operated investment management and financial planning company, our goal is to strategically protect and grow our clients' assets. With a focus on solid returns, reduced volatility, and tax efficiency, we strive to provide quality service and measurable investment results that keep our clients loyal over the years.
At Sycamore Financial Group, we work closely with our clients to understand their financial goals and objectives, building customized plans to help meet their specific investing, retirement planning, or college saving strategies. Our online platform allows clients to easily access and manage their portfolios, view historic activity, statements, tax information, and more.
Our main focus is to help clients achieve their long-term financial objectives and increase their financial knowledge for greater security. In today's complex financial world, our mission is to provide comprehensive counsel to simplify and centralize financial decisions that can impact our clients, their families, and their legacies. With experienced partners who understand the challenges and provide the best investment solutions, Sycamore Financial Group is here to guide you through the ever-changing financial landscape.
Location & Phone number
2713 Rockford Ln, Kokomo, IN 46902, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Craig Smith has managed our portfolio for over 3 years and he has done an EXCELLENT job. His performance has exceed our expectations a 100 percent!"
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- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- Asset Protection
- Certified B Corporation
- College Savings Strategies
- Family Wealth
- Finance Institution
- Financial Counseling
- Financial Goals
- Financial Planning Company
- Financial Security
- Investment Growth
- Investment Management
- Investment Returns
- Investment Solutions
- Investment Strategy
- Investor Education
- Legacy Planning
- Long-Term Financial Objectives
- Online Investing Platform
- Portfolio Management
- Retirement Planning
- Secure Retirement
- Tax Efficiency
- Wealth Creation
- Wealth Management
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