Broker Check
True Independence Experience the Difference Our Core Values Our Locations

Who We Are

 

We provide the resources of a large corporation, but with the personal touch of a small boutique firm.

Learn More 

What We Do

 

We’re more than just a financial service firm. We’re a firm that cares.

Learn More 

How We Serve You

 

We empower you to take an active role in managing your finances.

Learn More 

Empowering You

At Synergy Wealth Alliance, we are passionate about our industry and helping others. We firmly believe that as advisors, our role is not to simply serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances.

Our offices are located in Altamonte Springs, The Villages, Orange City  and Ocala. We welcome you to explore our site, which is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.

Contact Us 

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.