Synergy Wealth Strategies

Synergy Wealth Strategies is an Independent Advisor firm based in Smithtown, New York. The company employs 8 people and generates an annual revenue of $1 million. Synergy Wealth Strategies offers financial protection and exclusive benefits to its clients by providing access to a wide range of financial institutions. Their team of Registered Representatives is affiliated with American Portfolios Financial Services Inc and American Portfolios Advisors Inc, allowing them to offer clients choices from prominent names in the industry such as Charles Schwab, Fidelity, Pershing, TD Ameritrade, and numerous mutual fund and insurance companies. Synergy Wealth Strategies believes in empowering clients to make informed decisions about their investments. They emphasize the importance of choosing reputable, stable, and safe institutions for asset placement, ensuring clients feel comfortable with where their investments are held. Clients interested in learning more about Synergy Wealth Strategies' services can visit their website at synergywealthstrategies.com.