Synergy Financial Planning

www.synergy-fp.com

Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts. ------------------------------------------- Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a fee-only SEC Registered Investment Advisor. Tel: (910) FEE-ONLY. Synergy Financial Planning may offer investment advisory services in the State of Connecticut and in other jurisdictions where exempted.

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Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts. ------------------------------------------- Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a fee-only SEC Registered Investment Advisor. Tel: (910) FEE-ONLY. Synergy Financial Planning may offer investment advisory services in the State of Connecticut and in other jurisdictions where exempted.

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Country

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State

Connecticut

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City (Headquarters)

Windsor

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Employees

1-10

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Founded

2014

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Social

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Potential Decision Makers

  • Certified Financial Planner ( Tm )

    Email ****** @****.com
    Phone (***) ****-****
  • Principal at Synergy Planning Associates

    Email ****** @****.com
    Phone (***) ****-****
  • Fee Only Financial Advisor

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

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