401 WASHINGTON AVE
STE 700
TOWSON , MD 212044836
Established in 2004, Synergy Financial Group is a complete financial services firm that assists our clients in building personal wealth and creating financial independence. Working with business owners, executives, professionals and individuals seeking to maximize their wealth potential, we provide comprehensive financial analysis and implementation of financial products.
Our Commitment
Serving clients across the country, our office utilizes state of art computer systems to provide timely, responsive and efficient service. This enables us to continually monitor and adjust clients’ finances in response to changing benefits, tax laws, economic conditions, or our clients’ own changing circumstance.
Our Principle
Whether our clients seek a complete, integrated financial program or a targeted planning strategy, we utilize a comprehensive approach to strategic wealth-building that seeks maximize the performance of our clients’ assets and cash flow. This unique approach can potentially provide our clients with enhanced benefits in areas such as tax savings, risk management, and control of personal wealth.
Our Experience
Synergy Financial Group is proud of its distinctive advisor backgrounds. Drawing from a multitude of resources and working with our clients’ accountants and trusted legal advisors, we can provide the best solutions to meet our client’s goals.
Our associates’ credentials include the professional designations of Accredited Asset Management Specialist (AAMS©), Chartered Financial Consultant (ChFC), Chartered Federal Employee Benefit Consultant® (ChFEBC), Certified Financial PlannerTM (CFPTM), Chartered Life Underwriter (CLU), and Investment Company and Variable Contracts Products Rep (Series 6), Securities Traders (NYSE-Series 7), General Sales Supervisor (Series 9/10), General Securities Principal (Series 24), Investment Company and Variable Contracts Principal (Series 26), Future Managed Funds (Series 31), Municipal Securities Representative (Series 51), Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Advisor Law Examination (Series 65). These professionals have a variety of skills to assist our clients in planning, implementing and coordinating their financial program to help achieve maximum success.
Key Stats
- Started In: 2004
- Number of Employees: 10 - 49
- Locations: TOWSON, MD
- Primary Industry: