Symmetry Financial Group (SFG) is a financial services and insurance company located in Swananoa, North Carolina. SFG was established in 2015 and is one of the leading independent full-service financial firms in the region. The firm provides comprehensive risk management and insurance planning to its customers and specializes in life, health, annuity, long-term care, and property/casualty insurance. With offices in major cities across the US and Canada, SFG's presence has been steadily expanding since its foundation.
The Swananoa office of Symmetry Financial Group is located in the foothills of the Blue Ridge Mountains, along the Swanno River. It is a short drive from Asheville, and just a few miles away from the picturesque towns of Black Mountain and Montreat. This location makes it convenient for the firm's financial professionals to serve the needs of the local community.
The SFG team is headed by President and CEO Ronda Watt, who is supported by experienced team members. The office staff consists of a variety of specialists, including certified financial planners and life insurance experts, as well as insurance and installment loan professionals. These experts provide comprehensive risk management solutions, financial planning services, retirement planning advice, and implement customized life insurance and long-term care plans for clients.
Symmetry Financial provides an array of products and services, including insurance consultation and solutions. Its life insurance coverage includes term life, whole life, universal life, indexed universal life, and variable life. SFG also provides annuities and its services include: retirement income planning, education funding, charitable planning, estate taxation, and special needs planning.
The firm's community involvement in Swananoa includes local organizations, schools and charities. SFG is also a proud sponsor of the nationally-recognized Morningstar Children's Foundation, which engages in community projects to make life a little better for children battling medical challenges. Offices have also benefited organizations such as the Asheville Music Education Program, the LGBT Center of Asheville, and the Literacy Council of Buncombe County.
In addition, the firm is an active participant in the Swananoa Chamber of Commerce and a member of the Association of Insurance Professionals. This is an indication of Symmetry Financial Group’s commitment to serving its customers and serving the community. The company's motto is “strong values, strong relationships.” At SFG, clients will find a team of knowledgeable professionals who focus on solutions, education and sound advice so that clients can enjoy financial security and peace of mind.