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Synergy Financial & Consulting Group, LLC
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Business description
Synergy Financial & Consulting Group (SFCG), founded in 1994, is a financial services wholesaler and consulting firm servicing financial professionals
SFCG and its subsidiaries, Synergy Financial Group and Synergy Insurance Marketing, along with Business Owner Wealth Strategies, LLC, provide support in a variety of markets such as estate planning, wealth creation and protection for high net worth clients, business owner planning strategies in the areas of tax mitigation, risk management, asset protection, retirement enhancement and succession planning. SFCG is poised to assist it's clients in the financial services industry succeed in their practice. Synergy takes particular pride in its ability to match strategies to brokers and clients' needs, and to bring fresh perspectives and forward thinking concepts to market.Specialties: Financial services consulting, product and sales support, proprietary sales systems and
General information
| Estimated number of employees: | 2 to 4 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Irvine, CA | |
| County: | Orange |
insurance brokers, fmo, imo, business tax mitigation, independent marketing organization, field marketing organization, financial professional consultants, financial product wholsalers, business consulting services, proactive business planning, business succession planning, business asset protection
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