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Home > Financial Services > Stock Brokers > Sycamore Financial Group
Sycamore Financial Group
Sycamore Financial Group is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Sycamore Financial Group is an independent, regional financial services corporation. Established in 1983, they have three locations in central Indiana that include Kokomo, Anderson and Muncie.
They offer investment management as well as comprehensive analysis, design and implementation of pension and personal financial plans. Their clients include individuals, corporations and trusts.
The firm is a hand on advisor that encourages their clients to come in frequently for reviews. They believe that the more knowledge their clients have the more likely that they will reach their financial goals, yet they realize that even the most knowledgeable client still needs guidance through the myriad of ever-changing investment alternatives, tax laws, and effective planning techniques.
They are an independent investment management firm that assists individuals, families and corporations in building and preserving their wealth. Advisory services they provide include investment management, retirement planning and estate planning.
They focus on managing globally diversified investment portfolios in a tax efficient manner. Depending upon your objectives and desires, these portfolios may consist of individual stocks and bonds offer the ability to manage your account in a tax efficient manner and also provide the opportunity to tailor a portfolio that suits you best.
Mutual funds can provide diversification to an account no matter the size. Any mutual fund desired by the client can be used in an account however the firm stands ready to make recommendations
They offer complete Turnkey Retirement Plans for businesses and individuals. By offering all their services at one location, they can pass along the efficiencies to you. Their administration and trustee services can reduce your liability and paperwork burden, leaving you more time to run your company.
At Sycamore Financial Group they offer their personal financial planning services in two different, but very effective ways. This allows their clients to choose what will work best for them and their family.
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