Brian Roberts, Cfs Email & Phone Number

At Synergy Wealth Solutions, a MassMutual Firm, we believe the combined efforts of our dynamic team is greater than the sum of each individual part. Together, we offer clients the unique opportunity to leave a legacy by providing holistic and comprehensive solutions, offering the highest quality products, and delivering the highest value of service. I have been blessed with the opportunity to take my 20+ years of running a successful financial planning practice and make an even greater impact for our advisors, clients, and staff. We are committed to delivering excellence through a collaborative culture and innovative strategies to become the premier provider of financial freedom in the Midwest. We value Trust, Integrity, Excellence, Teamwork, and Service, and are looking to add team members that have the skills, drive and desire to help individuals and business solve their most important financial challenges. Our advisors are part of an entrepreneurial system with the freedom to provide solutions for our clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so they can focus on activities that get results.Licenses and Disclosures: www.synergywealthsolutions.com/licenses

Listed skills include Retirement Planning and Strategic Financial Planning.

• 

  University Of Missouri-Columbia