We are pleased to announce that Preston J. Bellaire has joined Synergy Wealth Alliance!
Preston has been servicing investors in the Central Florida area and beyond since 2002. After working closely with the firm at LPL Financial the past few months, Preston saw first-hand the benefits that his clients would receive through a united endeavor with Synergy Wealth Alliance. Aside from being a group of talented, knowledgeable, and highly experienced professionals, we offer many additional services that would be available to clients in their current and future goal-setting. With five offices conveniently located throughout the Central Florida area, clients will also have more options for conducting business.
On behalf of both Synergy Wealth Alliance and Preston, we are confident that throughout this transition, we can continue to provide you with the superior service that you are accustomed to receiving from us. Let’s discuss this in further detail during our next meeting. We'd love to share how the benefits of this partnership can positively impact your financial goals moving forward.
To contact Preston, please call 321-203-4458 or stop by the new office, conveniently located at 215 N Westmonte Drive Altamonte Springs, FL 32714.
Also, please find FINRA’s educational communication regarding factors to consider in determining whether to transfer your assets in the below link:
http://www.finra.org/sites/default/files/Broker-Dealer-Recruitment-Disclosure.pdf
