Symphony Wealth Group: Detailed Company Information & Corporate Profile
Contact top employees from
Symphony Wealth Group
Summary
Symphony Wealth Group has been in the industry for 3 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 11. To connect with Symphony Wealth Group employee register on SignalHire.
| Symphony Wealth Group Website | symphonywg.com |
| Phone Number | (214) 440-3090 |
| Industries | |
| Symphony Wealth Group Headquarters address | 5801 Headquarters Dr, Plano, Texas, 75024 US |
| Employees Size | 1-10 employees |
| Specialties | Financial Planning, Investment Management, Retirement Planning, Estate and Legacy Planning, Insurance Planning, Tax Planning, Certified Divorce Financial Analyst |
| Founded | 2023 |
Workforce Turnover
Corporate Tenure Analytics
Symphony Wealth Group Workforce Experience Insights
25% have been with the company for less than 1 year50% for 1–2 years25% for 5–7 yearsContact top employees from
Symphony Wealth Group
Amber Andregg
Managing Partner, Founder
Joshua Smith
Managing Partner - Founder
Lee Swinford
Managing Partner
Alexander Monroe
Senior Associate
Sarah Kathryn Connally
Client Service Concierge & Associate
Breanne Polonia
Wealth Advisor
Ross Viergever
Wealth Manager
Nisa Triplett
Administrative Assistant of Client Services
Camryn Brown
Relationship Manager
Dani Moneta
Concierge of Client Services
Companies Similar to Symphony Wealth Group
Symphony Wealth Group Corporate Information: FAQ
Symphony Wealth Group operates in the Finance industries. More details can be found on the official website: symphonywg.com.
The headquarters of Symphony Wealth Group are located in Plano, United States.
You can contact Symphony Wealth Group by phone at (214) 440-3090.
Symphony Wealth Group currently employs 1-10 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
