Synergy Financial
Client Reviews on Synergy Financial
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Jason helps me understand the ins and outs of the money business! It’s nice to have someone to trust!!!!
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From the beginning through several years, its been a smooth ride, having Synergy do the drive.
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Jason is making me lots of money. Doing a great job for me like no other ever has. I feel great knowing my retirement funds are ahead of projection.
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Extremely happy with Synergy. Always looking for new ways to help us in retirement. Knowledgeable personnel, very efficient staff as well. Love the learning seminars to keep us informed of the market and insurance updates as well as tax information.
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The staff is always available to help, even when you “walk in” without an appointment. I have been with this group for about ten years, and enjoy investing with them.
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Customer service and my financial advisor are kind and efficient on my questions and requests.
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My husband and I are excited to be here today. We are finalizing our retirement plans and couldn’t be happier with synergy guidance getting us to this great moment in our lives. Thanks soo much!Denny and Bernice Yeager
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Great experience. Staff is extremely professional and caring .Wonderful to work with
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Great people with great advice !
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Professional advisors present a multitude of financial advice and opportunities. Staff are very professional and personable.
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