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Synergy Group

4.8 Star Rating
4.8 stars - based on 4 Reviews

James Fisher
5 5 Stars
Jun 21, 2017

Synergy Group

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
5 5 Stars
Jun 21, 2017

Synergy Group

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
5 5 Stars
Feb 13, 2015

Synergy Group

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
4 4 Stars
Jan 19, 2015

Synergy Group

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

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