2975 Westchester Avenue
We begin a new journey with each prospective partner into total independence and business ownership when they join the Symmetry family of financial advisors.
Together, dedicated individual departments work hand-in-hand with new advisors to provide all the tools necessary for complete independent business ownership. From assisting with comprehensive and robust individualized financial planning software, to providing full-time compliance professionals working on a day to day basis to ensure that compliance issues are minimized, coupled with a transition team that works with you pre-resignation, and continues, when necessary, on site with you to ensure the process of client paperwork, licensure and account transfers are done in a timely manner.
Symmetry continues by providing advisors with HR support and assistance for your practice, along with marketing services that can help you implement web site design, literature/brochure design with the goal of growing your business with effective marketing strategies. The journey progresses with concierge level business consulting services – just a simple phone call away – that assists you in engaging your clients and building on the solid relationships that add to your continued success. Our full service IT help-desk with a dedicated toll free number and technology services support team is designed to provide assistance from anywhere a partner has an internet connection.
At Symmetry Wealth Advisory Group we don’t provide a lot of rhetoric…we provide a lot of doing and that is ingrained in our culture of operation each and every day. When we say we’re “all in“ for our partners, that’s just what we mean.