FINANCIAL SYNERGISTICS GROUP, INC.

Overview

Financial Synergistics Group, Inc. is an individually owned corporate entity that combines insurance brokerage with financial planning services. The firm operates on non-transactional fee models — charging hourly fees, fixed fees and other custom fee arrangements — while maintaining its primary business activity as an insurance broker. It is not identified as a capital allocator and does not present itself as an active ESG investor. The firm is not designated as a multi-state registered adviser despite maintaining offices in more than one state.

Investments & Alternatives

Location & Offices