Synergy Wealth Solutions
Financial Services
Chesterfield, Missouri, United States
160 employees
POSTI
- Employees
- 160
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Synergy Wealth Solutions Overview
- Headquarters
- Chesterfield, Missouri, United States
- Phone Number
- Available in AeroLeads
- Website
- synergywealthsolutions.com
- Industry
- Financial Services
- Employees
- 160
- Founded
- 2017
- Stock Symbol
- POSTI
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Synergy Wealth Solutions
Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses
Synergy Wealth Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Synergy Wealth Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Marc Chenot | Chesterfield, Missouri, United States |
Email
Phone
|
|
| Don Fitzgerald, Cfp | Grover, Missouri, United States |
Email
|
|
| Brian Roberts, Cfs | CEO at Synergy Wealth Solutions | Chesterfield, Missouri, United States |
Email
Phone
|
| Justin N. Hennessey, Cfp | St Louis, Missouri, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
15 profiles
Director
5 profiles
Manager
3 profiles
Executive
2 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 5 | 1 |
| General | 5 | 5 | 1 |
| Executive | 4 | 4 | 1 |
| IT | 1 | 1 | 0 |
Synergy Wealth Solutions Tech Stack
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