SYM Financial Recognized by Community Foundation as philanthropic partner
At their recent Investment Advisory Committee meeting, Kosciusko County Community Foundation presented SYM Financial Advisors with their Philanthropic Partner Award.
Community Foundation CEO, Stephanie Overbey, said, “This award is presented to the financial institution that has most consistently supported the Community Foundation’s efforts to educate their clients about charitable opportunities and encourage their giving.”
Overbey noted that SYM Financial works diligently to ensure that their clients’ charitable goals are met by connecting their clients to the charitable entities that best fit the good their clients are trying to accomplish.
“We are certainly honored to be recognized,” said Steve Yeager, principal and senior financial advisor at SYM. “But more than anything we feel blessed to have a large group of charitably minded clients who are motivated to give back to our community and very thankful to have a great organization like KCCF to facilitate those gifts.”
SYM Financial Advisors’ team members regularly serve on community boards and committees. Additionally, the firm provides annual financial support to nearly 50 charitable organizations in the communities they serve.
SYM Financial Advisors was founded in 1968. This employee-owned firm is headquartered in Winona Lake, Ind., but has three additional offices in Indiana: Indianapolis, Mishawaka and Fort Wayne, and one office in Midland, Mich. They have over 60 employees and have $3.7 billion in assets under management.
Right: Community Foundation CEO, Stephanie Overbey, presents the Philanthropic Partner Award to Jerry Yeager (center) and Steve Yeager (right) of SYM Financial Advisors.