Our Qualifications

The team at Financial Synergies Agency, Inc. currently has a team of registered reps, with the following degisnations:
CLU - Chartered Life Underwriter
ChFC- Chartered Financial Consultant
CFP - Certified Financial Planner
and
CPA - Certified Public Accountant

We also have affiliations with attorneys, tax professionals, property and casualty agents, and group benefit professionals.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. FInancial Synergies Agency, Inc., and Woodbury Financial Services, Inc. are not affiliated entities.