Synergy Financial Planning
www.synergy-fp.comSynergy 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.
Read moreSynergy 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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State
Connecticut
City (Headquarters)
Windsor
Employees
1-10
Founded
2014
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Certified Financial Planner ( Tm )
Email ****** @****.comPhone (***) ****-****Principal at Synergy Planning Associates
Email ****** @****.comPhone (***) ****-****Fee Only Financial Advisor
Email ****** @****.comPhone (***) ****-****
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