The Foundation honors SYM Financial as a philanthropic partner

At their recent Investment Advisory Committee meeting, the Kosciusko County Community Foundation presented SYM Financial Advisors with their Philanthropic Partner Award.

Community Foundation CEO Stephanie Overbey said, “This award goes to the financial institution that has most supported the Community Foundation’s efforts to educate its customers about charitable opportunities and encourage them to give.

Overbey said SYM Financial strives to ensure its clients’ charitable goals are achieved by connecting their clients to charitable entities that best align with the good their clients are trying to accomplish, according to a Kosciusko County press release. Community Foundation.

“We are certainly honored to be recognized,” said Steve Yeager, Senior and Principal Financial Advisor at SYM. “But more than anything, we feel blessed to have a large group of charitable-minded customers who are motivated to give back to our community and very grateful to have a great organization like KCCF to facilitate these donations.”

SYM Financial Advisors team members regularly sit on community boards and committees. Additionally, the company provides annual financial support to nearly 50 charitable organizations in the communities they serve.

SYM Financial Advisors was founded in 1968. This employee-owned company is headquartered in Winona Lake, but has additional offices in Indianapolis, Mishawaka and Fort Wayne, and an office in Midland, Michigan. It has over 60 employees and $3.7 billion in assets. under management.