Synergy Wealth Strategies
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- As Independent Advisors, the Synergy Wealth Strategies team provides financial protection and other exclusive benefits to its clients by having the ability and expertise to place assets with not only one, but many of the worlds leading financial institutions. Given the events that took place in the worlds financial markets and the changing climate of todays investment landscape, Synergy Wealth Strategies believes that the investors deserve a reputable, stable and safe place in which to house their investments, and should be able to freely choose among firms to ensure that they are comfortable with where their assets are being held.Our Registered Representatives affiliation with American Portfolios Financial Services Inc and American Portfolios Advisors Inc allows choices from the most recognizable names in the industry. On a client-by-client basis, choices can include, but are not limited to: Charles Schwab, Fidelity, Pershing (a division of Bank of New York), TD Ameritrade and a host of others. Clients also have the opportunity to place assets directly with numerous mutual fund and insurance companies.
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Headquarters:227 East Main Street , Smithtown, New York, United States
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Phone Number: +1 631-961-5432
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Employees:6
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Revenue:$1 - 10M
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Legal Name:Synergy Wealth Strategies
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Synergy Wealth Strategies's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Synergy Wealth Strategies
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Where are Synergy Wealth Strategies's Headquarters?
Synergy Wealth Strategies's Headquarters are in 227 East Main Street ,Smithtown,New York,United States
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What is Synergy Wealth Strategies's phone number?
Synergy Wealth Strategies's phone number is +1 631-961-5432
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What is Synergy Wealth Strategies's Revenue?
Synergy Wealth Strategies's revenue is $1 - 10M
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What is Synergy Wealth Strategies's NAICS code?
Synergy Wealth Strategies's NAICS code is 523110
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How many employees are working in Synergy Wealth Strategies
Synergy Wealth Strategies has 6 employees
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What is Synergy Wealth Strategies's Industry?
Synergy Wealth Strategies is in the industry of Financial Services
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Who is Synergy Wealth Strategies's President?
Synergy Wealth Strategies's President is James Verdi
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Who is Synergy Wealth Strategies's Partner, Certified Financial Planner?
Synergy Wealth Strategies's Partner, Certified Financial Planner is Jimmy Kuhn