Symphony Financial Services, Inc

Description

Paul has over 23 years of experience in the financial services industry working with individuals and owners of small businesses, in an effort to ensure that they are meeting their goals and objectives. Retirement Planning is a focus, helping clients plan for their retirement along with continued service during their retirement years.

Rosalie Canfield is the Chief Operations Officer and Chief Compliance Officer for Symphony Financial Services, Inc. and has served Symphony Financial clients for over 10 years. She has FINRA Series 6, 7, 22 and 63 registrations and is an independently licensed insurance agent. Prior to joining Symphony Financial Services, Inc. Rosalie provided extensive estate and financial planning services spanning a period of 25 years including operating her own agency for 10 years. She attended the American College in Bryn Mawr, PA. She and her husband live in Wadsworth, OH.

Spencer brings over twenty years of wealth management experience with individuals, families and businesses. Spencer’s tenure in the financial industry began in 1989 with Prudential Insurance. Understanding insurance planning is only a piece of the over-all planning picture, in 1995 he became a financial advisor with the brokerage subsidiary Prudential Securities and remained there for eleven years. In 2000, Spencer continued his career in the financial industry with Smith Barney assisting individuals, families and businesses as a Financial Planning Specialist. Spencer came to Symphony Financial Services Inc. in late fall of 2009.

A FINRA-Registered Representative with LPL Financial, Richard Weidrick has over twenty years of accounting experience in business valuation and financing, acquisitions, auditing, financial consulting and estate and gift tax planning.

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