Synergy Wealth Strategies Employee Directory

Financial ServicesNew York, United States2-10 Employees

As Independent Advisors, the Synergy Wealth Strategies team provides financial protection and other exclusive benefits to its clients by having the ability and expertise to place assets with not only one, but many of the world’s leading financial institutions. Given the events that took place in the world’s financial markets and the changing climate of today’s investment landscape, Synergy Wealth Strategies believes that the investors deserve a reputable, stable and safe place in which to house their investments, and should be able to freely choose among firms to ensure that they are comfortable with where their assets are being held.

Our Registered Representatives affiliation with American Portfolios Financial Services Inc and American Portfolios Advisors Inc allows choices from the most recognizable names in the industry. On a client-by-client basis, choices can include, but are not limited to: Charles Schwab, Fidelity, Pershing (a division of Bank of New York), TD Ameritrade and a host of others. Clients also have the opportunity to place assets directly with numerous mutual fund and insurance companies.

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