Company Email Format Management

Synergy Financial Advisors

Financial Services 746 East Winchester Street 16 employees

Employees: 16
Contacts: 2
Emails: 2

synergyfa.com LinkedIn

Synergy Financial Advisors Overview

Headquarters: 746 East Winchester Street
Website: synergyfa.com
Industry: Financial Services
Employees: 16
Founded: 2000
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning through Life Changes Retirement Income Planning Asset Management Comprehensive Financial Planning

About Synergy Financial Advisors

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Synergy Financial Advisors 746 East Winchester Street, Suite 150, Murray, UT 84107. Direct 801-352-6005. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Synergy Financial Advisors Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage

Synergy Financial Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
R. Cory Levetan	Retired from Synergy Financial Advisors	Sandy, Utah, United States	Email
Cindy Curtis	Assistant	Salt Lake City Metropolitan Area, United States	Email
Scott Simpson, Cfp®	Certified Financial Planner™ ✪	Salt Lake City, Utah, United States	View