SYMPHONY FINANCIAL TEAM, LLC
LAKE MARY, FLORIDA

Symphony Financial Team, LLC, herein referred to as Symphony Financial, is an independent investment advisory firm registered in the State of Florida with authorization to operate across various jurisdictions where its services are exempted. Founded on August 20, 2012, Symphony Financial provides specialized advisory services and maintains a commitment to not imply any level of skill or training through its registration alone. The presence of Symphony Financial’s website merely offers informational content without constituting an implied solicitation of investment services beyond the firm's registered scope unless legally permissible. Complying with jurisdiction-specific requirements is mandatory for providing personalized investment advice across state lines under their operational mandate. Located in Lake Mary, Florida within Seminole County, Symphony Financial operates its business out of 1525 International Pkwy. With a focus on delivering insights and opinions that are the creation of the firm itself unless otherwise attributed within the content, the company emphasizes consulting with professionals such as advisors, accountants or legal counsel for any action or implementation. The firm's operations adhere to state regulations governed by Florida.Models.Dos.FloridaCompanyStatus, confirmed through its filing number L12000106655, and operates as a type FLAL company. As of February 14, 2024, Symphony Financial has filed its annual report for the year 2024. It can be reached via telephone at (407) 792-5576, and further inquiries or information can be located on their official website: symphonyfinancialteam.com. Led by Jennifer M Ferguson as Manager, who also assumes the role of Officer/Director, Symphony Financial continues to uphold stringent compliance and reliable sourcing for all material presented, ensuring clients receive well-considered guidance in investment decisions.