Symphony Financial

Add Hours

Add Website

More Info

Categories: Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

Be the first to add a photo!

Hi there!
Be the first to review!

Click to Rate

Phone: (703) 481-9876

Address: 620 Herndon Pkwy, Herndon, VA 20170

Investment Management
Symphony is a privately owned financial services firm with offices in Herndon and Ashburn, Virginia, as well as Bethesda, Maryland. Our advisors offer fee-based financial planning and investment management services. When you engage us you receive personal attention and independent advice. You won’t be lost in the shuffle of a large impersonal firm. We strive to treat others as we would want to be treated. We believe in kindness.
Mutual Funds
Kristin’s clients benefit from her past experience with two mutual fund companies, an insurance company, a national bank and credit card firm, and a research institution. She is a Registered Representative and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. She has her Series 7, 24, 65, and 66 registrations, as well as life/health licenses in multiple states. She holds a Master of Science degree in Economics and is a member of Phi Beta Kappa.

Financial Planning
® as well as an Investment Advisor Representative. Amy began her career at a large insurance company and honed her financial planning skills at a CPA firm as the in-house financial planner and investment manager. Experiences at those firms caused her to recognize the value of independence and inspired her to take that leap in 2002. Amy is also a Registered Representative and has FINRA Series 6, 7, 22, 24, 63, and 65 registrations, as well as insurance licenses in multiple states.
Retirement Planning
College Funding
He works with clients in all aspects of the financial planning process: from wealth creation and education planning, to investment analysis and management for retirement. His clients range from successful up-and-coming professionals (HENRY’s), to those in their peak earning years approaching retirement, as well as retirees in need of a plan.

Provided by