Synergy Wealth Planners
We are committed and passionate about assisting individuals and families formulate a plan for their personal success. We take pride in helping you clearly identify your needs, wants, goals and dreams by spending one-on-one time with you to truly get to know you and your retirement needs. As a client of Synergy Wealth Planners, we consider you part of our family. We appreciate the opportunity to assist you in easing your concerns and confusions regarding the financial industry.
We strive to build long-lasting relationships by working exclusively with people we admire and respect, and who value the services we provide. At Synergy Wealth Planners, we specialize in working with successful healthcare professionals in or near retirement. In appreciation and understanding of all the hard work, time and effort you put into your career and family, we aim to help you reap the rewards of a well-deserved worry free retirement. To ensure that you are satisfied at every step of your experience with us, we offer you the following commitments: Your interests are always foremost in our minds. We consider our clients to be family, and gennuially care about your financial future. Every effort is made to understand your unique needs, value and goals before recommending any financial strategies. A customized investment plan is based on well-researched, academically sound investment strategies created for you based on your preferences. We regularly and systematically monitor your investment portfolio(s). We encourage you to share your opinions, request explanations and repress your preferences, because it is only through open communication that we can understand your future financial needs. We maintain the highest standards of professional ethics and responsibility.
Address: 1923 E. Colgate Drive, Tempe, AZ 85283, USA
Phone: +1 480 839 6734
FAX:
