Symphony Financial is an independent and fee-based financial planning firm. Amy Brandts, CLU, ChFC, and Nancy H. Rick, CFP, provide a realistic, clear approach to managing wealth.
The firm is not affiliated with any brokerage house, bank or life insurance company and therefore is able to act solely in the interests of clients.
The business provides customized plans and investment portfolios, budget analysis and risk management services as well as planning for retirement, divorce or special needs circumstances.
(The following disclaimer added by business owner.)
Amy and Nancy are Investment Advisor Representatives through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. They are also Registered Representative with securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Symphony and Cambridge are not affiliated.