When choosing a financial advisor it’s important to find someone who is the right fit for you. We focus on getting to know our clients on a personal level so that we can best understand what they want to accomplish with their wealth. Whether you have accumulated wealth personally or through your business, our team of professionals are here to help guide you to make smart decisions to sustain and grow the legacy you created for yourself.
Here’s a look at some of the many services we provide.
Investment Advisory Services offered through Symphonic Financial Advisors, LLC. Insurance offered through Symphonic Insurance, LLC. Securities offered through Symphonic Securities, LLC., member FINRA/SIPC, 400 Park Avenue, New York, NY 10022. Investment products are not bank deposits or guaranteed by or obligations of City National Bank or any subsidiary or affiliate, and are not insured by FDIC. They involve risk, including the possible loss of principal.