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SYM Financial Advisors Podcast

Apr 13, 2020

Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists:

Joe Cohen, Partner, Barrett McNagny Attorneys at Law
Seth Whicker, Senior Financial Advisor, SYM Financial Advisors
Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group
Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group
Dr. Brad Stutler, Stutler Dental Care

The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Joe Cohen, Barrett McNagny Attorneys at Law, Nathan Courtney, Angie Daugherty, Cloverleaf Advisory Group, Dr. Brad Stutler, or Stutler Dental Care. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.


<p>Sym Financial Advisors<br /><a href=""></a><br />9100 Keystone Crossing #560, Indianapolis, IN 46240<br />(800) 888-7968<br /><a href=""></a></p>

<p>414 Townsend St # 202, Midland, MI 48640<br />(989) 631-0244<br /><a href=""></a></p>

<p>4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545<br />(574) 287-0035<br /><a href=""></a></p>

<p>7030 Pointe Inverness Way #100, Fort Wayne, IN 46804<br />(260) 387-6822<br /><a href=""></a></p>

<p>801 Park Ave, Winona Lake, IN 46590<br />(574) 267-2300<br /><a href=""></a></p>