At Symphony Financial, we believe in a collaborative approach to wealth management. We’ve strategically aligned our practice with Northwestern Mutual and the Private Client Group, allowing us to deliver the personalized attention of a boutique firm backed by the financial strength of a Fortune 100 company. Our mission is to deliver a profound sense of security by harmonizing each aspect of your financial world in a way that supports your goals and desires. We care about our clients’ lives, not just their money, and deliver an elevated experience with better, more meaningful outcomes so you can live more and worry less.
| Website | http://symphonyfinancial.nm.com |
| Revenue | $38.8 billion |
| Employees | 42 (19 on RocketReach) |
| Address | 5215 Old Orchard Rd Suite 1200, Skokie, Illinois 60077, US |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Planning, Investment Management, Estate Planning, Retirement Planning, Financial Advisor, Wealth Advisor, Portfolio Management, Private Wealth Management, Investment Advisory, Financial Consulting, Tax Planning, Insurance Planning, Risk Management, Financial Services, Long Term Care Planning, Charitable Giving, Multigenerational Planning, Legacy Planning, Boutique Financial Firm |
| Competitors | State Farm, MetLife, Prudential Financial, Northwestern Mutual, AIG, Sun Life Financial, MassMutual, TIAA, Guardian Life, John Hancock Investment Management +45 more (view full list) |
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Symphony Financial Questions
The Symphony Financial annual revenue was $38.8 billion in 2026.
Matt Serrano is the Director of Investments of Symphony Financial.
19 people are employed at Symphony Financial.
Symphony Financial is based in Skokie, Illinois.
Top Symphony Financial Employees
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25+
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Matt Serrano
Director of Investments at Symphony Financial
Chicago, IL, US13 -
15
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Josh Lerner
Wealth Management Advisor at Symphony Financial
Skokie, IL, US13 -
11
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Dennis Marx
Director of Strategic Development at Symphony Financial
Lake Forest, IL, US3 -
Clayton Slifer
Private Wealth Advisor at Symphony Financial
Chicago, IL, US22 -
1
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