PRESERVE. PROTECT. GROW.
synergyfg




  • RESULTS
    Our role is to understand your goals, create a plan and deliver results. Our creative strategies allow you to have a peace of mind that your financial situation is always maximized. Like many of our clients who live around the world, we believe you and your finances should not have boundaries.
  • TRUST
    With over a decade experience in working with High Performance Professionals, we have built a high level of trust with our clientele. Many of our clients have been with us for over a decade. Our transformative conversations allow you to achieve your goals and dreams.
  • SIMPLICITY
    Your life is busy enough. We have the tools to take complex issues and tailor them to your specific situation. The clarity we provide on your finances allows you to make purposeful and inspired decisions
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Synergy Financial Group was created with a single minded focus to provide independent, objective financial advice to an elite clientele – most critically to help preserve, protect, and grow assets. Wealth can be transitory, and financial independence cannot be taken for granted.

We were inspired as an innovative alternative to big banks, insurance firms and other financial institutions. We believe clients have a right to receive dignified and independent advice from an Advisor who’s foremost objective is the clients well-being

Over the years we have helped clients buy homes and businesses, save strategically for major obligations such as college funding and retirement, and control the impact of taxes.  We are passionate in pursuing these objectives, and we take great pride in the number of clients who have worked with us ever since the formative years of our independent  financial services and advisory practice.

On behalf of Synergy Financial Group, we look forward to the opportunity to meet with you and discuss the role we might play in helping you realize the vision you hold for your family’s future.


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About Us

Synergy Financial Group was created with a single minded focus to provide independent, objective financial advice to an elite clientele – most critically to help preserve, protect, and grow assets. Wealth can be transitory, and financial independence cannot be taken for granted.

Our Vision: Simplifying the Game of Finance. Revolutionizing Your Relationship With Money.

Our Mission: Trust. Simplicity. Results.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

Securities and Advisory Services offered by Palash S. Islam through KMS Financial Services, Inc.

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