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Synergy Wealth Management, Inc

Synergy Wealth Management, Inc in Kennesaw, GA
3440 Blue Springs Road Nw # 501, Kennesaw, GA 301441030
(678) 738-7000

Contacts

Street address:
3440 Blue Springs Road Nw # 501

City / suburb:
Kennesaw

County:
Cobb

State:
Georgia

ZIP code:
301441030

Phone:
(678) 738-7000 (Primary Phone)

Social networks:

E-mail:
scott@synergywealthcoach.com

GPS Longitude:
-84.650993347168

GPS Latitude:
34.0368194580078

Business description

Financial Planning, Wealth Planning for the Accredited Investor

Synergy Wealth Management Inc. is an independent firm, led by Scott E. Stooksbury.We specialize in working with the affluent and accredited investor with a unique approach and unique solutions while minimizing tax implications and risk. We collaborate and use the synergy of other financial, legal and tax professionals to assure the accomplishment of your most important financial and life goals. Being independent allows us to focus our energy and recommendations solely on you and your objectives without corporate influence.The process is begun by determining your unique financial and personal goals and assess what's important to you. Then, we make recommendations based on the information gathered and choose from many investment options to find the best mix that is suitable for you and you

General information

Business data
Estimated number of employees: 2 to 4
Annual sales estimate: 0
City / suburb: Kennesaw, GA
County: Cobb
Products

estate planning, health insurance plans, Financial Advice

Brands

Aviva, North American, Ing, Hartman, Allianz.

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More details about this business

According to our records, this business is located at 3440 Blue Springs Road Nw # 501 in Kennesaw (in Cobb County), Georgia 301441030, the location GPS coordinates are: 34.0368194580078 (latitude), -84.650993347168 (longitude). Synergy Wealth Management, Inc is categorized under Financial Consultants. Current estimates show that the unit has a sales volume of $$500,000 to $1 million and staff of approximately 2 to 4 people. You can contact the company by phone at (678) 738-7000. Open from 9:00 am until 5:00 am (Monday - Friday).
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Hours
Mon
9:00 - 5:00 am
Tue
9:00 - 5:00 am
Wed
9:00 - 5:00 am
Thu
9:00 - 5:00 am
Fri
9:00 - 5:00 am
Sat
Closed
Sun
Closed
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