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Synergy Group Logo

Synergy Group

Retirement Solutions That Meet YOUR Needs

Tap to Call: 412-673-7760

Call Today: 412-673-7760
2016 Eden Park Boulevard
McKeesport, PA 15132
2016 Eden Park Boulevard
McKeesport, PA 15132

Seniors Synergy Group
Business Synergy Group
Seniors Synergy Group
Business Synergy Group
Business Synergy Group

About Us


Latest Reviews

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Synergy Group

4.8 Stars - based on 4 Reviews

James Fisher


Synergy Group

Rated 5 Stars on Jun 21, 2017
We trust the Synergy Group with our retirement strategy. They have always been there for us. They take the time to assess our needs and how much risk we are willing to take. There has never been any pressure and they are a pleasure to work with. I pray God's richest blessings on them.

Alan Priano


Synergy Group

Rated 5 Stars on Jun 21, 2017
Fiduciary. That's where it all begins. The question is do you trust a financial adviser to have your best interest in the center of all dealings. With the Synergy Group, the answer is an emphatic Yes!!!! We could not be happier with the service of the entire staff. We have worked hard for what we have saved and the Synergy Group works hard to ensure a suitable retirement. To Roy and the team, a big Thank You!


south park

Synergy Group

Rated 5 Stars on Feb 13, 2015
When retirement started to come into thought I was not too sure of where to begin. I didnt know which was better, 401k or 403b or whatever else was out there. I contacted synergy for help with financial planning and it turned out great. They were very helpful and it did not take long. I would call them if you plan on retiring soon.

2 people found this useful

Justin Blough


Synergy Group

Rated 4 Stars on Jan 19, 2015
Synergy financial really help me out with my financial issues! They treated me like family and got me a great retirement plan! I wouldn't go anywhere else. Thank you, so much.

2 people found this useful

Business Overview

Year Established: 1988
Category: Financial Advisors
Synergy Group Financial Services McKeesport , Retirement Plan, Retirement Solutions, Retirement Planning Seminars, Plan your Retirement, Financial Planning, Financial Planning Seminars, 401k Retirement Plan, Synergy Group, Synergy Financial Service
Certifications / Awards:

Synergy Group is a retirement-focused financial firm, but our main focus is YOU. We provide retirement solutions that will add predictability to an unpredictable financial world. Primarily we focus on working with people in or near retirement and provide a comfortable, confident environment so a solid financial relationship can be built.

As a company founded in 1988, we serve clients throughout Western Pennsylvania and the Greater Pittsburgh Area. We have developed our business by reaching out to our clients and creating a nurturing environment and maintaining a close and trusting relationship. Synergy Group is a family owned and operated company where we are honored to extend those family ties with our clients.

It is important for you to be able to have someone you trust, a professional you can count on to provide you with helpful and accurate information. We not only help you plan your retirement, we provide the services which entail the right solutions for the best financial plan.



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 Business Hours

Mon: 9:00 AM - 5:00 PM
Tue: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thu: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

  Recent Posts

  Dec 23, 2015

Do you have a 401(k) plan? If so, here are five things important things to know:

  1. You can roll it over when you leave. When you leave your employer, you can transfer your 401(k)... Read More

  Dec 10, 2015

Compatibility Mode

Sometimes I am amazed at the activity level going on in the office every day. The announcement board above the coffee... Read More

  Nov 11, 2015


Have you been daydreaming of sitting on a beach listening to the soothing sounds of the waves crashing beneath your... Read More

Toll Free Number: 800-321-SYNERGY
Phone: 412-673-7760
2016 Eden Park Boulevard
McKeesport, PA
15132, US

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