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Tampa, FL

About Our Tampa Office 

The Tampa Bay Branch office is located on the border of Hillsborough and Pinellas Counties on the corner of Tampa Road and Racetrack Road. We house our Financial Planning and Wealth Management Practice in the offices of Mortellaro Law (an Elder Law and Estate Planning firm). Tampa is on the West Coast of Florida and surrounded on three sides by Tampa Bay.  Synergy Wealth Alliance is comprised of several offices in Florida, and we are constantly growing!  One thing that stays constant:  our firm-wide belief in collaboration and our core values. Our goal is to consistently deliver Trusted Advice for Life ®.

Address and Info

13528 Prestige Place, Suite 106
Tampa, FL 33635
United States 

Phone: 813-523-4706
Fax: 813-200-1002

Mon-Fri: 9:00 AM - 5:00 PM

Meet Our Tampa Team

Get to know our advisors, view their pages, and book a complimentary consultation. Don't see your advisor? We can help—just give us a call.


Michael Valdez

Michael C. Valdez, CFP®, AIF, CLU

Investment Advisor Representative, LPL Financial