Company Overview
- Headquarters
- 660 Cascade West Parkway SE Suite 250, Grand Rapids MI
- Website
- synergywm.com
- Phone
- (616) 285-7818
- Employees
- 18
- Founded in
- 2012
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 56 CompaniesNAICS Code 561 CompaniesNAICS Code 56111 CompaniesNAICS Code 561110 CompaniesNAICS Code 5611 Companies
- SIC Code
-
SIC Code 736 CompaniesSIC Code 87 CompaniesSIC Code 874 CompaniesSIC Code 73 Companies
Financials & Stats
Revenue
$1B
Who is Synergy Wealth Management
Synergy Wealth Management, LLC is a financial services firm based in Grand Rapids, United States. It is a company with 18 employees that generates $872,000 in annual revenue. Synergy Wealth Management provides clients with comprehensive financial services, with a focus on investment management. They aim to help clients understand the financial industry and its impact on their investments and financial goals. The firm emphasizes transparency and education, stating they strive to provide unbiased advice and a cost-effective approach to minimize potential conflicts of interest. What sets Synergy Wealth Management apart is its commitment to educating clients and guiding them in navigating the complexities of the financial world. Clients are encouraged to actively participate and learn about the workings of financial portfolios. Additionally, the firm offers a unique value proposition in identifying and demonstrating the "hidden costs" within investments. Interested in learning more or scheduling a review? Reach them at 616-285-7818, or visit the Synergy Wealth Management website at www.synergywm.com.
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