What departments does Synergy have?

Synergy has employees across 1 departments including Environmental Services.

What is the largest department at Synergy?

The largest department at Synergy is Environmental Services with 1 employees.

Where are Synergy employees located globally?

Synergy has employees across 4 continents and 6 countries including Russian Federation, Maldives, Ireland, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Synergy's team size changed over time?

Synergy's team has decreased from approximately 26 to 25 employees based on available data.

Synergy Employee Directory

Financial ServicesTexas, United States51-200 Employees

Synergy is a mid-sized financial services firm based in Kyle, Texas, that provides turnkey financial planning with a focus on personal service. It helps clients navigate a range of needs—from retirement income and disability protection to college savings and major life events—by delivering comprehensive, individualized strategies. The firm emphasizes ongoing personal attention and collaborates with professional partners to tailor planning that covers both day-to-day finances and longer-term goals.

In addition to personal planning, Synergy offers estate planning and small-business solutions, including wills, trusts, asset protection tools, and irrevocable life insurance trusts. Its business-focused offerings cover structures such as buy/sell agreements, deferred compensation, key man insurance, defined benefit plans, SEP IRAs, and Section 125 cafeteria plans. Operating from Kyle, Texas, the firm positions itself as a practical, integrated advisor serving individuals and business owners within the financial services landscape.

Synergy Global Highlights

North America
26

United States Of America
26

Europe
3

Ireland
2
United Kingdom Of Great Britain And Northern Ireland
1

Asia
2

Russian Federation
1
Maldives
1

Oceania
1

Australia
1

Synergy's Leadership

M. I.
Director
Mobile Phone
Email
K. L.
Environmental Inspector
Mobile Phone
Email

Synergy Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Education
Environmental Services
Other
Healthcare Services
Consultant

Contact profiles from Synergy

Name

Title

Contact

Location

Last Update

M. I.
Director
Mobile Phone
Email
UNITED KINGDOM, Norfolk
Oct 31, 2023
K. L.
Environmental Inspector
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Synergy known for?

Synergy operates in the Financial Services industry. You can contact Synergy's main corporate office by phone at

+1-512-581-****

. Explore Synergy's company overview page for more information.

What is Synergy's most common email format?

Synergy employees' email format typically follows the pattern of FirstL@synergytx.com. Trying to find reliable and up-to-date employee contact data? Find more Synergy email formats with LeadIQ.

How many employees does Synergy have currently?

Synergy has approximately 73 employees as of September 2026. These team members are located across 4 continents, including North America, Europe and Asia.

Who are Synergy's key employees and leadership?

As of September 2026, Synergy's key employees include:

Director: M. I.
Environmental Inspector: K. L.

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Synergy Employee Directory

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