Company

Synergy Group

Financial Services White Oak, Pa, United States 17 employees

Employees: 17
Contacts: 4
Emails: 4

synergygroupinc.com LinkedIn

Synergy Group Overview

Headquarters: White Oak, Pa, United States
Website: synergygroupinc.com
Industry: Financial Services
Employees: 17
Founded: 1988
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

White Oak

About Synergy Group

At The Synergy Group, we’re all about helping people like you pursue an ideal retirement. Our team starts by getting to know you and your financial concerns. Then, using our Retirement Journey process, we create a financial strategy that addresses your specific needs, focusing on five core categories: income, investments, health care, taxes and estate planning. Finally, we help you stay on track as you implement the strategy, making any necessary adjustments along the way. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWC/JWCA and Synergy Financial Group are unaffiliated entities.

Synergy Group Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage

Synergy Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Donzanti	Business Development Manager	Beachwood, New Jersey, United States	Email
Jason Laux	Synergy Group	Greater Pittsburgh Region, United States	Email
Bill Pizzico		Blue Bell, Pennsylvania, United States	Email
Emma Wildhart	Sales Representative - Dealer	Baltimore, Maryland, United States	Email