Voted In Pittsburgh Magazine as a 5 Star Wealth Manager for 2010-2014
Synergy is an independent retirement focused financial firm serving clients throughout western Pennsylvania and the Pittsburgh region. Founded in 1988, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. As a family owned and operated firm, we are honored to extend those family ties to our clients.
We understand how important it is for you to be able to trust your financial professional. It's important to have a trusted professional you can count on to provide you with accurate and helpful information.
The Synergy Group can be that professional you trust. We are experienced, responsive and understand your need for integrity and transparency.
To schedule a time to discuss your financial future with no pressure or obligation, contact us at firstname.lastname@example.org or call us at 800-321-SYNERGY today!
By contacting us you may be offered insurance and/or investment products for sale.
December 17th, 2015
Something really special happens when the collective efforts of over 900 folks who attended our annual Christmas event join together to share a little of the bounty we have been blessed with. Each year we have made a donation to this worthwhile organization( Sonshine Ministries) who serves the area in so many ways a tradition begun 8 years ago. It all started when in walking past a homeless person soliciting donations with my granddaughter she asked why is he homeless and offered her piggybank savings to "buy him a home".
At Synergy Group, we offer our experience and knowledge to help you design your own strategy for financial independence. Contact us today to schedule a free introductory consultation!