Symphony Financial

  • Financial Services
  • Skokie IL
  • 24 employees
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Company Overview

Headquarters
5215 Old Orchard Rd, Skokie IL
Website
symphonyfinancial.nm.com
Employees
24
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Symphony Financial

Symphony Financial is a wealth management firm located in Skokie, Illinois. Founded with a focus on personalized attention, Symphony Financial operates as a boutique firm. Currently, Symphony Financial employs 24 individuals. Symphony Financial specializes in wealth management, offering tailored solutions designed to meet the unique needs of their clients. Their expertise encompasses a variety of financial areas, aiming to provide comprehensive guidance and support. Symphony Financial distinguishes itself through its strategic partnership with Northwestern Mutual and the Private Client Group. This alliance combines the personalized service of a boutique firm with the stability and resources of a Fortune 100 company, providing clients with enhanced security and access to a broader range of financial products and services. For inquiries, individuals can reach Symphony Financial through their website, symphonyfinancial.nm.com.

Company Leadership

Loreen Strasser

Director of Sales and Marketing

Phone Email

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FAQ

What is the location of Symphony Financial's headquarters?
The headquarters of Symphony Financial are situated at 5215 Old Orchard Rd, Skokie IL
What is Symphony Financial's official website?
The official website of Symphony Financial can be found at symphonyfinancial.nm.com.
What is Symphony Financial's current revenue?
As of August 2023, Symphony Financial's annual revenue reached $10B.
How many employees does Symphony Financial currently have?
Symphony Financial employs approximately 24+ people as of August 2023
Which industries is Symphony Financial primarily operating in?
Symphony Financial operates in the following industries: Credit, Finance
Who is the Director of Sales and Marketing of Symphony Financial?
Symphony Financial's Director of Sales and Marketing is Loreen Strasser

Employee Directory

Key Employees

Keith Spengel CLU

Wealth Management Advisor - Founding Partner

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Mary Beth Ong

Director of Planning and Development

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Emma Lewandowski

Operations Assistant

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