Our founders bring decades of experience in financial services, having worked with ultra-high-net-worth clients across various capacities. During their time in this space, they noticed a significant disparity in the level of service provided to high-net-worth individuals compared to families from Main Street.
Driven by their own humble beginnings, our founders are passionate about offering the same level of elevated financial planning services to families on Main Street. At Mainstreet Synergy Group, our consultants work closely with clients to create highly customized strategies that align with their unique goals. We are a premier advisory group with strong, strategic partnerships with attorneys, business consultants, wealth managers, private bankers, and tax professionals.
We collaborate with businesses of all sizes, offering strategic and continuity planning to help protect against the loss of key personnel, fund succession plans, and support employee and executive recruitment, retention, and rewards. Our approach ensures that companies can thrive well into the future.
Our team, along with our international strategic partners, is dedicated to crafting tailored financial planning strategies that reflect your unique goals and those of your family. We specialize in wealth transfer, estate and business succession planning, long-term care, retirement income, tax mitigation, and asset protection strategies. Our holistic approach fosters financial security, achievement of personal goals, and confidence in your financial future.
Above all, our team is committed to providing superior customer service and always acting in the best interest of our clients.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Austin, Texas 78717, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.mssynergygroup.com/
- Keywords
- Alternative Investments, Financial Advisory, Fund of Fund Management & Asset Allocation, Real Estate & Infrastructure Project Management, Insurance Wrapped Private Placements, Global Citizens Estate & Tax Planning, US Resident Estate & Tax Planning, Retirement Income Planning, Long-Term Care Planning, Medicare Planning, Life Insurance Structuring & Policy Management, Life Settlements, Business Continuity & Succession Planning, Business & Management Consulting, Group Benefit Planning, Private Lending, Key Employee & Executive Benefits Planning, Kaizen Events & Business Process Transformation.
- HQ
- Austin, Texas
Mainstreet Synergy Group Questions
Mainstreet Synergy Group's website is https://www.mssynergygroup.com/
Mainstreet Synergy Group's LinkedIn profile is https://www.linkedin.com/company/mainstreet-synergy-group
Mainstreet Synergy Group has
2 employees.
View email and phone details for 2
employees at Mainstreet Synergy Group.
Mainstreet Synergy Group's industry is
Financial Services
Mainstreet Synergy Group's top competitors are
Lendinero,
Great Plains Renewables,
I Made The Arrangements,
Hsk Surgical Limited,
Superversive™,
Prudential Financial,
The Baldwin Group,
Lkicorp®,
Srd Leadership Consulting,
Foster Partners & Coaching.
Mainstreet Synergy Group's categories are Financial Services
Mainstreet Synergy Group's founding year is 2023
