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Symmetry Wealth is the best Finance Planning company I have ever had. ( I have had many) Financial Planners and found them disappointing Cindi is fantastic I trust her and rely on her to make all my financial decisions. I have recommended Symmetry Wealth to all my friends and family members. Patty BirthdayJul 30, 2019
Cynthia is great. Gives more than I have asked for. Very helpful, friendly and knowledgeable. I would recommend her and have in fact recommended her to my friends.Aug 2, 2019
License Type: Broker (NH)
- What should the customer know about your pricing (e.g., discounts, fees)?We work mostly on a fee basis, which can be done as a flat fee for a Financial Planning engagement, an ongoing Assets Under Management fee, or a subscription monthly fee.
- What is your typical process for working with a new customer?Our first meeting is free and a good way to get to know each other and to allow both parties to get a feel if working together makes sense. We would go over any fees at that point.
- What education and/or training do you have that relates to your work?I have a Bachelors Degree in Finance and Economics, I am a CERTIFIED FINANCIAL PLANNER™, NH Insurance license, Series 66, 7, 63, and 24 securities licenses, and an Investment Adviser Representative.