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VerifiedFinancial Services· Founded 2004

Symphony Financial, Llc

Symphony is an independent financial services firm. Our advisors provide fee-based financial planning and investment advisory services. We have offices in Herndon and Leesburg, VA as well as Rockville, MD. When you engage us you get personal attention, independent advice, and the highest level of service. You won’t be lost in the shuffle of a larger impersonal firm. We are truly independent and not owned by any bank, insurance company, or brokerage firm. We serve as fiduciaries for our clients. We operate this way because we believe in treating others the way we want to be treated. It means we are legally obligated to place your interests first and provide financial services expressly designed to meet your goals. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Symphony Financial, LLC and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

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HeadquartersHerndon, United StatesEmployees7(1 to 10)Annual revenue<$1MFounded year2004Websitesymphonyfinancial.netLinkedIn profileLinkedIn

Verified contacts

4

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LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

1

tools in use

Monthly traffic

107

organic / mo

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Top roles at Symphony Financial, Llc

4 distinct titles indexed · top 4 shown.

  • 1, &,
  • 1director of operations
  • 1financial advisor
  • 1financial planner owner

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