IntentWire - Top MSP & MSSP Database Platform
Synergy Wealth Management logo

Synergy Wealth Management

About Synergy Wealth Management

Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and academically based strategies. We take pride in putting our clients' interests ahead of our own, meaning we strive to provide our clients with unbiased advice, not a sales pitch. We do this by using a transparent, educational, and cost effective process that minimizes conflicts of interest.

Min project size

50,000+

Hourly rate

50 / hr

Employees

8

Locations

United States

Year founded

Founded 2012

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Share Your Experience

Help others by sharing your experience with this company

No reviews yet

Be the first to review this company!