Our Services

The team of Associates within Financial Synergies Agency, Inc. is focused on assisting businesses and individuals in the creation of financial goals and partnering with clients to establish a comprehensive financial plan. Our primary objective is to ensure that our clients understand the recommendations that we present to them. We realize that a relationship is built on communication through annual reviews and personal evaluations of investment choices resulting in an informed investor. Our service is centered on personal connections for our clients with our office staff and associates. We also strive to exceed our client's expectations in our professionalism and perseverance regarding client education.


At Financial Synergies Agency, Inc. we provide comprehensive financial planning that uses goal based objectives. We are positioned to offer 401(k), SEP IRA, IRA's and many other retirement solutions. We also have the ability to rollover established accounts, develop unique strategies for business owners, and prepare legacy arrangements with multi-generational benefits.Our brokerage services include Employee Benefits and Health Savings Accounts as well as other financial services.

Our Representatives are registered with the Broker/Dealer Firm of WOODBURY FINANCIAL SERVICES.