Synergy
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- Synergy is a diverse, turn-key financial services firm that specializes in providing financial planning coupled with superior service. What this means to our clients is that they can expect personal attention and comprehensive strategies. Retirement Income Needs Disability Income Saving for College Going through a Divorce Death in the Family Income Taxes Emergency Savings Litigation 401(k) Rollover from old job Lack of preparation for any of the aboveEvery client requires a very specific type of planning. These are the situations that allow our team to really shine with the help of our professional partners. Our relationships allow us to bring to you Small Business Solutions and Estate Planning Strategies designed just for you. Estate Planning Strategies Pour Over and Simple Wills Asset Protection Trusts Irrevocable Life Insurance Trusts Key Man Insurance Buy/Sell Agreements Deferred Compensation Business Liability Insurance SEP IRAs Business Succession Preparation Disability Buy-Out Insurance Defined Benefit Plans Section 162 Executive Bonus Plans Section 125 Cafeteria Plans
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Headquarters:187 Elmhurst Ste B, Kyle, Texas, United States
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Phone Number: +1 512-268-9220
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Website: https://www.synergytx.com
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Employees:54
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Revenue:$1 - 10M
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Legal Name:Synergy
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Synergy's Social Media
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| NAICS Code: 561990 |
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Frequently Asked Questions regarding Synergy
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Where are Synergy's Headquarters?
Synergy's Headquarters are in 187 Elmhurst Ste B,Kyle,Texas,United States
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What is Synergy's phone number?
Synergy's phone number is +1 512-268-9220
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What is Synergy's official website?
Synergy's official website is https://www.synergytx.com
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What is Synergy's Revenue?
Synergy's revenue is $1 - 10M
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What is Synergy's NAICS code?
Synergy's NAICS code is 561990
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How many employees are working in Synergy
Synergy has 54 employees
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What is Synergy's Industry?
Synergy is in the industry of Financial Services
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Who is Synergy's Owner?
Synergy's Owner is Michael Hosford