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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.
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!
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
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.