Ian Wardle - Lifeworks Advisors

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Synergy Wealth Management is a fee-only registered investment advisory firm based in Grand Rapids, MI. They specialize in providing investment management, financial planning, and wealth guidance services to individuals and small companies. The team at Synergy Wealth Management focuses on helping clients manage their portfolios in a low-cost, academically based manner. They place a strong emphasis on monitoring clients' financial health to ensure informed decision-making. Founded by Fred Iacovoni, the team also includes advisors Tyler Kotlarz and Ryan Huyser, all dedicated to helping clients achieve their financial goals. Synergy Wealth Management prides itself on its strict definition of fiduciary responsibility, ensuring clients' best interests are always the top priority. Generated from the website content