Synergy is a diverse, turn-key financial services firm that specializes in providing financial planning coupled with superior service. What this means to our clients is that they can expect personal attention and comprehensive strategies.
Retirement Income Needs
• Disability Income
• Saving for College
• Going through a Divorce
• Death in the Family
• Income Taxes
• Emergency Savings
• Litigation
• 401(k) Rollover from old job
• Lack of preparation for any of the above
Every client requires a very specific type of planning. These are the situations that allow our team to really shine with the help of our professional partners. Our relationships allow us to bring to you Small Business Solutions and Estate Planning Strategies designed just for you.
• Estate Planning Strategies
• Pour Over and Simple Wills
• Asset Protection Trusts
• Irrevocable Life Insurance Trusts
• Key Man Insurance
• Buy/Sell Agreements
• Deferred Compensation
• Business Liability Insurance
• SEP IRAs
• Business Succession Preparation
• Disability Buy-Out Insurance
• Defined Benefit Plans
• Section 162 Executive Bonus Plans
• Section 125 Cafeteria Plans
Company Details
- Employees
- 73
- Address
- 187 Elmhurst Ste B, Kyle,tx 78640,united States
- Phone
- 13 13 53 RESIDENTIAL OR 13 13 54 BUSINESS
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- synergytx.com
- Keywords
- Retirement Funding, IRA Rollovers, Estate Taxes, 401(k), 457, 403(b) Plans, Charitable Giving, Life Insurance, Disability Insurance, Health Insurance (Individual/ Group), Pension/ Profit Sharing, Fixed and Variable Annuity Strategies, College Funding.
- HQ
- Kyle, TX
Synergy Questions
Synergy's helpline number is 13 13 53 RESIDENTIAL OR 13 13 54 BUSINESS
Synergy's website is synergytx.com
Synergy's LinkedIn profile is https://www.linkedin.com/company/synergy_2
Synergy has
73 employees.
View email and phone details for 73
employees at Synergy.
Synergy's industry is
Financial Services
Synergy's top competitors are
Williams Athletic Club,
The Loop Atx,
The Loop Dsm,
Synergy It Solutions Llc,
Alp Nishikawa Company Limited,
Interplastica Pvt. Ltd.,
Ratan Plastics,
Revalyu,
The Loop Kc,
Econ India.
Synergy's categories are Financial Services
