Symphony Financial

Financial Services - Skokie, Illinois, United States

Symphony Financial Employees
David CIMA

Director of Investment Planning

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Andrew Pesko

Director of Operations

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Matt Serrano

Director of Investments and Operations

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Mary Ong

Director of Planning and Development

Contact Mary Ong

Kyle Robinson

Head of Talent Acquisition

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Jessica Torres

Administrative Assistant

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Symphony Financial Details

At Symphony Financial, we believe in a collaborative approach to wealth management. We've strategically aligned our practice with Northwestern Mutual and the Private Client Group, allowing us to deliver the personalized attention of a boutique firm backed by the financial strength of a Fortune 100 company. Our mission is to deliver a profound sense of security by harmonizing each aspect of your financial world in a way that supports your goals and desires. We care about our clients' lives, not just their money, and deliver an elevated experience with better, more meaningful outcomes so you can live more and worry less.

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Employees: 11 - 50
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Location: Skokie, Illinois, United States
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