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.