We understand what is truly important to each client and tailor a specific plan to their needs. By collaborating with other professionals, we are able to serve as a single point of contact ensuring our clients feel confident about their financial future. By providing each customer with a customized portfolio and plan, clients know they have a centralized source of trusted advice.
We are committed to a high level of accessibility, responsiveness and follow-through in communicating with clients on their financial progress. We personally engage each client which we believe creates comfort and trust that comes from a long term relationship.
We are committed to a high level of accessibility, responsiveness and follow-through in communicating with clients on their financial progress. We personally engage each client which we believe creates comfort and trust that comes from a long term relationship.
Services
Just like the financial services industry, our firm has rapidly grown and evolved since our founding in 2001. John Y. Kim founded Symphony Financial Services, Inc. and named it after his lifelong love of music. John is a graduate of the Julliard School of Music, prep division. John saw a need for independent advice to both business owners and individual investors.
Symphony Financial Services, Inc. is an Akron based, independent team of disciplined investment professionals offering multi-dimensional wealth management. We serve a select group of individuals, families, business owners and institutions both locally and around the country. By seeking a deeper understanding of our clients, we strive to meet and exceed their every need.
We provide institutional-quality investment solutions. The structure of our firm allows us to provide independent and unbiased investment advice on equities, fixed income, mutual funds and other intricate investments. Our team has extensive experience with alternative investments. Since 2001, Symphony Financial Services, Inc. has focused on offering an open architecture platform, which allows for full transparency.
The Symphony Financial Services, Inc. team is professionally educated and passionate about helping our clients. Our teamwork and specialization allow us to leverage expertise and experience to bring true perspective to your needs. We are committed to the highest levels of transparency and always put ourselves in your shoes.
Spencer has over twenty years of wealth management experience with individuals, families and businesses. Spencer's tenure in the financial industry began in 1989 with Prudential Insurance. However, understanding insurance planning is only one piece of the overall planning picture. In 1995, he became a financial advisor with the brokerage subsidiary, Prudential Securities, and remained there for a total of eleven years.
