Symphony Financial Services, Inc.

Symphony Financial Services, Inc. (CRD# 125058) is a financial advisory firm headquartered in Akron, OH. They manage $232,142,858 in 1,172 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    1,172
    ACCOUNTS
  • Average Account Value
    $198,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IN, KY, OH, PA

Financial Advisors at Symphony Financial Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
William T. Gandert
CRD#: 6285187
4100 Embassy Parkway, Suite 100, Akron, OH 44333
93
Wealthminder
score

William Gandert (CRD# 6285187) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 3 years of experience in the finance industry. William Gandert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James E. Jones
CRD#: 2262799
4100 Embassy Parkway, Suite 100, Akron, OH 44333
93
Wealthminder
score

James Jones (CRD# 2262799) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 25 years of experience in the finance industry.

3
Craig M. Small
CRD#: 5338171
4100 Embassy Parkway, Suite 100, Akron, OH 44333
93
Wealthminder
score

Craig Small (CRD# 5338171) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 6 years of experience in the finance industry.

4
Steven R. Smetana
CRD#: 5324825
4100 Embassy Parkway, Suite 100, Akron, OH 44333
93
Wealthminder
score

Steven Smetana (CRD# 5324825) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 10 years of experience in the finance industry.

5
Scott D. Spears
CRD#: 4683260
529 N Cleveland Massillon Rd., Suite 200, Akron, OH 44333
93
Wealthminder
score

Scott Spears (CRD# 4683260) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 14 years of experience in the finance industry.

6
Paul D. Sansonette
CRD#: 2057894
529 N Cleveland Massillon Rd., Suite 200, Akron, OH 44333
87
Wealthminder
score

Paul Sansonette (CRD# 2057894) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has 1 year of experience in the finance industry.

7
Spencer L. Gabriel
CRD#: 1987809
4100 Embassy Parkway, Suite 100, Akron, OH 44333
83
Wealthminder
score

Spencer Gabriel (CRD# 1987809) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 22 years of experience in the finance industry.

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