About Symmetry Financial Advisors

Symmetry Financial Advisors offers financial planning and investment management services designed for individuals at different stages of life, including busy professionals, those nearing retirement, and retirees. As an independent firm, they are not tied to specific products and operate under a fiduciary standard, meaning they are legally committed to acting in their clients' best interests. Clients appreciate the trustworthiness and knowledge of the advisor, who provides personalized guidance and clearly explains investment strategies. They value the frequent communication, updates on the market, and attention to detail. The staff is responsive and helpful, making clients feel cared for and well-informed about their financial future. Many clients have trusted the firm for years, praising the advice and support they received. They feel confident with the services provided and highly recommend the team, especially noting the honest and ongoing contact by the advisor. Overall, Symmetry Financial Advisors is recognized for its professionalism, caring approach, and dedication to client success.

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Reviews for Symmetry Financial Advisors

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  • Jan 2026

    Nick is always up to date with what's going on in the market. Solid advise. He made it possible for us to retire at sixty-five. I would not trust anyone else with our retirement future.

  • Jan 2025

    We have been with Nick for many years. He has given us wonderful advice. He assured me I could retire at 65. Nick is a phone call away if we have questions. There is no one else I would trust with my financial future.

  • Sep 2024

    The professionalism and attention to detail at Symmetry Financial are second to none. They keep us well informed and communicate often. Nick (and Jodi) attend to their clients, and make me feel like they care about me and my family.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 6PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services

Location

6833 Stalter Dr # 201, Rockford

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