North Star Financial Partners

Financial Concepts is a full-service financial and retirement planning firm committed to maintaining the highest standards of integrity and professionalism. We specialize in helping individuals, families and small businesses develop a comprehensive, cohesive financial and investment plan that fits their unique and special needs. At Financial Concepts, our mission is simple: to provide independent, forward-thinking financial advice that aligns with our valued clients' individual goals and priorities. The money decisions that are made today lay the foundation for your financial future and legacy.

SYM Financial Advisors is an independent financial firm based in Warsaw, IN, serving individuals, families, and businesses since 1968. With a team of experienced financial advisors, they offer comprehensive wealth planning, portfolio management, and employer-sponsored retirement plans, aiming to bring clarity and uncommon results to their clients' financial goals. As a fiduciary, SYM is committed to acting in the best interest of their clients and providing fee transparency, ensuring that clients always know what they are paying without any hidden commissions. With expertise, credentials, and genuine care, SYM takes into account all the important components of their clients' investments, work, and life to build personalized financial plans that target unique retirement goals.Generated from the website

SYM Financial Advisors is one of the Midwest's largest fee-only independent wealth management firms with $2.4 billion in assets under management. Headquartered in Warsaw, Indiana with offices in Fort Wayne, Indianapolis, and South Bend, Indiana and Midland, Michigan, SYM Financial serves as fiduciary financial advisor to executives, private business owners, physicians, families, and not-for-profit organizations across the U.S.