Insights

Niche Expertise Synergy Financial Consulting specializes in providing comprehensive financial advisory and IT security services to mid-sized clients, which suggests an opportunity to offer tailored solutions that complement their existing service portfolio.

Regional Presence With a focus on the Georgia market, there is potential to expand services to neighboring regions or leverage local reputation to attract larger clients seeking regional expertise.

Growth Potential Operating with a revenue range of 1 to 10 million dollars indicates room for growth; targeted outreach to firms within similar financial sizes or those seeking specialized consulting could facilitate expansion.

Technology Stack Utilizing cloud platforms like AWS and Microsoft Azure highlights a modernized infrastructure, creating opportunities to propose advanced cybersecurity or cloud management solutions to enhance their offerings.

Competitive Edge Positioned alongside major consulting firms with a small team, Synergy presents an opportunity for partnerships or collaborative projects that can leverage their personalized, flexible approach to attract larger clients.

Synergy Financial Consulting, LLC Tech Stack

Synergy Financial Consulting, LLC uses 4 technology products and services including Amazon Web Services, Microsoft Azure, HTTP/3, and more. Explore Synergy Financial Consulting, LLC's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Microsoft Azure
    Platform As A Service
  • HTTP/3
    Web & Portal Technology
  • LiteSpeed
    Web Servers

Media & News

Synergy Financial Consulting, LLC's Email Address Formats

Synergy Financial Consulting, LLC uses at least 1 format(s):
Synergy Financial Consulting, LLC Email FormatsExamplePercentage
FLast@synergyfinancialconsulting.comJDoe@synergyfinancialconsulting.com
33%
FirstLast@synergyfinancialconsulting.comJohnDoe@synergyfinancialconsulting.com
17%
FLast@synergyfinancialconsulting.comJDoe@synergyfinancialconsulting.com
33%
FirstLast@synergyfinancialconsulting.comJohnDoe@synergyfinancialconsulting.com
17%

Frequently Asked Questions

Where is Synergy Financial Consulting, LLC's headquarters located?

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Synergy Financial Consulting, LLC's main headquarters is located at 227 Sandy Springs Place Suite D-173 Sandy Springs, Georgia 30328 United States. The company has employees across 3 continents, including AsiaNorth AmericaAfrica.

What is Synergy Financial Consulting, LLC's official website and social media links?

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Synergy Financial Consulting, LLC's official website is synergyfinancialconsulting.com and has social profiles on LinkedIn.

What is Synergy Financial Consulting, LLC's SIC code NAICS code?

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Synergy Financial Consulting, LLC's SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Synergy Financial Consulting, LLC have currently?

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As of February 2026, Synergy Financial Consulting, LLC has approximately 5 employees across 3 continents, including AsiaNorth AmericaAfrica. Key team members include Practice Leader, Cfo Services: M. S.. Explore Synergy Financial Consulting, LLC's employee directory with LeadIQ.

What industry does Synergy Financial Consulting, LLC belong to?

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Synergy Financial Consulting, LLC operates in the Financial Services industry.

What technology does Synergy Financial Consulting, LLC use?

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Synergy Financial Consulting, LLC's tech stack includes Amazon Web ServicesMicrosoft AzureHTTP/3LiteSpeed.

What is Synergy Financial Consulting, LLC's email format?

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Synergy Financial Consulting, LLC's email format typically follows the pattern of FLast@synergyfinancialconsulting.com. Find more Synergy Financial Consulting, LLC email formats with LeadIQ.

Synergy Financial Consulting, LLC

Financial ServicesGeorgia, United States2-10 Employees

Synergy Financial Consulting is a regional financial consulting firm which supports all client needs ranging from acquisition due diligence, accounting and integration to SEC reporting and technical accounting to corporate governance and internal control procedure compliance to interim CFO and Controller services.  We also provide IT network security and IT control environment assessment services.

Section iconCompany Overview

Headquarters
227 Sandy Springs Place Suite D-173 Sandy Springs, Georgia 30328 United States
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Synergy Financial Consulting, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Synergy Financial Consulting, LLC's revenue is estimated to be in the range of $1M$10M

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