Synergy Wealth Strategies
Address:
52 N Country Rd, Smithtown, NY 11787
Phone:
(800) 385-1460
Other Details:
Synergy Wealth Strategies provides financial services for personal and business clients. Individual options include portfolio management, retirement planning, special needs planning and lending programs. On the business side, Synergy provides cash flow management, retirement plans, health insurance, employee benefits, succession planning and liability management. Synergy also represents nonprofit clients, assisting with cash, portfolio and endowment management, employee retirement plans and planned giving.
Banks
Other Businesses: