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Upcoming Events - Wealth Management Workshops, Investment Insights, Industry Teleconferences and Economic Commentary
Upcoming Events - Wealth Management Workshops, Investment Insights, Industry Teleconferences and Economic Commentary

Click here for upcoming financial services events.

The latest news from SFA

Symphonic Support of CAPA - 35th Anniversary Symphonic supports local child abuse prevention
Shelly Hall-Peterson hosted a table of guests for the 35th Anniversary Celebration and Fundraiser for CAPA (Child Abuse Prevention Association)...[More]

Common Financial Mistakes Made by Women in Marriage
article by Mary Schwartz, CFP(R), as published in the July 2009 issue of Wisconsin Women Magazine...[More]

Kansas City's 2009 FIVE STAR Wealth Managers Survey recognizes two Symphonic Advisors.
D. Marc Brookings, CMFC, AIF(R) and Shelly Hall-Peterson, AIF(R)...[More]

The letter regarding the recent market turmoil
from Rochdale’s Chief Executive Officer & President, Garrett R. D’Alessandro, CFA, AIF®...[More]

SFA on Radio, News/Talk 1310 WIBA in Madison, WI...[More]

Symphonic Financial Advisors Sponsor Kansas City Symphony...[More]

Money Makeover- What to Do With a Financial Windfall
by Mary Schwartz, Symphonic Financial Advisor, as published in the March 2007 issue of Wisconsin Women Magazine...[More]

 

Welcome to Symphonic Financial Advisors' web site. If you are learning about Symphonic Financial Advisors for the first time, we appreciate you stopping by to discover the depth and breadth of the sophisticated financial services available through our organization.

Some have asked us why the name "Symphonic"? We believe that it takes talent, skill, and a commitment to excellence from the orchestra in order to deliver a superb performance. It also requires the leadership of a maestro conductor to keep the members of the orchestra team finely tuned, on tempo and following the score in front of them. This is the approach we take when managing our clients' investments.

Symphonic Financial Advisors hires educated, appropriately experienced, and highly qualified professionals for the orchestra, and leads them with an elite group of financial advisors and CPAs who act as the conductors of the ensemble of specialists and best practices partners. The remarkable collaboration between conductor and orchestra results in a professional wealth management masterpiece for each client.

We invite you to experience the difference of Symphonic Financial Advisors. Click here to learn about our full suite of financial services, including portfolio management and asset allocation services.

 
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SFA Contact Information

Symphonic Financial Advisors, LLC

570 Lexington Avenue
New York, NY 10022

info@symphonicfa.com

800.390.6133 toll free
212.702.3500 office
212.702.3535 fax

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