Company Overview
- Headquarters
- 393 Red Cedar St, Menomonie WI
- Website
- SynergyRetirementPlanning.com
- Employees
- 3
- Founded it
- 2015
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Synergy Retirement Planning Strategies
Synergy Retirement Planning Strategies is a small investment firm based in Menomonie, Wisconsin. Founded with three employees, the company has generated $2.5 million in revenue. Synergy Retirement Planning Strategies specializes in helping individuals prepare for retirement, working with clients within 5-10 years of retirement, or those who are already retired. The company provides financial planning services aimed at maximizing Social Security benefits, generating retirement income, and planning for the tax-efficient transfer of assets to heirs. Their approach emphasizes transparency and education, addressing both known and unknown client concerns. Synergy Retirement Planning Strategies partners with Osaic Wealth, Inc. to offer securities and investment advisory services. Osaic Wealth is a member of FINRA/SIPC and operates as a separate entity from Synergy Retirement Planning Strategies. Individuals seeking retirement planning guidance can visit Synergy Retirement Planning Strategies' website at SynergyRetirementPlanning.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
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| 3M | 4 | |||
| 3M | 9 | |||
| 3M | 3 | 2016 | ||
| 3M | 55 | Drummondville, MD | 2007 | |
| 3M | 3 | New York, NY |