Deal in Real Estate, Mutual Funds, Options & Futures, Alternative Investments, Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs)
Synergy Financial Management, LLC is part of a financial eco-system providing three basic services to business owners:
1) Money Management
2) Valuation and Consulting, and
3) M&A advisory services and business transactions.
And two professional services for individuals and trusts:
1) Money Management
2) Comprehensive Financial Planning
Synergy helps you integrate your personal financial...