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True Independence Experience the Difference Our Core Values The Power of Synergy

Who We Are

 

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

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What We Do

 

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

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How We Serve You

 

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

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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 Maitland, The Villages, Gainesville, Tampa and Jacksonville. 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.

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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.