Cynergy Financial

Cynergy Financial is an independent financial services firm in Pleasant Hill, CA, providing a comprehensive range of planning services such as succession, business tax, and estate disposition. They also offer organizational development strategies, team building, and wealth and investment management.

The firm specializes in services like shareholder planning, gift/estate tax planning, and financial independence modeling for individuals and businesses. With a focus on holistic financial solutions, Cynergy Financial aims to help clients achieve their long-term financial goals.

Generated from their available business information