Synergy Financial Group

yelp logo

(1)

Call
Website

Advertisement

Photos

15485 S US Highway 27
Lansing, MI 48906
+1 (888) 200-5954
http://thesynergyfg.com

Synergy Financial Group, based in Lansing, MI, offers personalized financial strategies and solutions for both individuals and businesses. Their services include retirement planning, income planning, insurance solutions, legacy and tax planning, wealth management, and the Generational Vault.

For retirees, the company emphasizes the importance of using insurance to safeguard future income in the face of market fluctuations. They also cater to entrepreneurs, highlighting the value of building businesses for the greater good rather than just financial gain.

The team at Synergy Financial Group prides itself on creating custom-tailored investment strategies based on clients' specific goals, risk tolerance, and income needs. Their mission is to provide financial clarity, security, and overall well-being through innovative planning approaches, fostering long-term relationships with their clients.

Generated from the website content

Also at this address

Reviews

yelp logo
5.01 reviews
Richard T.
10/4/2022

Fantastic customer service, Jamie and Lindsay took the time explain everything to me in a simple and easy to understand manner. They treat you like an actual person, not just someone from a...

Read more on Yelp
Own this business?
See a problem?

You might also like

Nathan Clark-Financial Advisor, Ameriprise Financial Services, LLC

Nathan Clark-Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lansing, MI area, Nathan Clark will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Mark Calderone - Ameriprise Financial Services

Mark Calderone - Ameriprise Financial Services

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lansing, MI area, Mark Calderone will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Micah Murrell - Financial Advisor, Ameriprise Financial Services, LLC

Micah Murrell - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Lansing, MI area, Micah Murrell will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
United States›Michigan›Lansing›Synergy Financial Group

Advertisement