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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]

 
 

If you have any questions about Symphonic Financial Advisors, or would like to inquire about our financial services, don't hesitate to contact us. We look forward to talking with you.

Symphonic Financial Advisors, LLC

570 Lexington Avenue
New York, NY 10022

info@symphonicfinancial.com


Toll Free: 800.390.6133
Office Phone: 212.702.3500
Fax: 212.702.3535


For a list of Advisors and CPAs affiliated with Symphonic, please click here.

 
 

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