Synergy Financial Advisors

www.synergyfa.com

Synergy Financial Advisors is an independent Financial Planning and Investment Management firm located in Midvale, Utah. Synergy Financial Advisors was established in January of year 2000 to form an office of completely independent financial advisors that can offer unbiased financial advice and service. We are considered a fee-based Investment Advisory and Financial Planning firm and have no requirements to sell any proprietary products or services. Our clients have chosen and recommended us for our personalized approach to retirement planning and investment management. Today Synergy Financial Advisors consist of 4 advisors with their CFP® Certified Financial Planner designation, 3 full time registered financial advisors, and 3 client service specialists. The third party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences. Please see our website for additional information and disclosures.

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Synergy Financial Advisors is an independent Financial Planning and Investment Management firm located in Midvale, Utah. Synergy Financial Advisors was established in January of year 2000 to form an office of completely independent financial advisors that can offer unbiased financial advice and service. We are considered a fee-based Investment Advisory and Financial Planning firm and have no requirements to sell any proprietary products or services. Our clients have chosen and recommended us for our personalized approach to retirement planning and investment management. Today Synergy Financial Advisors consist of 4 advisors with their CFP® Certified Financial Planner designation, 3 full time registered financial advisors, and 3 client service specialists. The third party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences. Please see our website for additional information and disclosures.

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Country

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State

Utah

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City (Headquarters)

Murray

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Employees

1-10

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Founded

2000

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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