Synergy Wealth Alliance 2024 Year End Video

Home
Who We Are
Our Process
- Advisor Succession & Exit Planning
Resources
Login
Contact Us

Synergy Family,
it's been a pleasure to serve you in 2024
and we look forward to serving you in 2025!

Contact

Office: 321-203-4458

Fax: 321-203-4459

215 North Westmonte Drive

Altamonte Springs, FL 32714

info@synergywealthalliance.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Synergy Investment Management Form CRS

Synergy Investment Management ADV2A

Advisors associated with Synergy Wealth Alliance are registered representatives with, and securities offered through LPL Financial, Member FINRA /SIPC., and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Synergy Investment Management. Investment advice offered through Synergy Investment Management, a registered investment advisor. Synergy Investment Management and Synergy Wealth Alliance are separate entities from LPL Financial.

CRPC conferred by College for Financial Planning.

All investing involves risk including the possible loss of principal. No strategy assures success or protects against loss.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, PR.