Synergy Wealth Alliance
(321) 203-4458
215 North Westmonte Drive, Altamonte Springs, Florida, 32714
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
Synergy Wealth Alliance, located in Altamonte Springs, FL, is a premier financial advising firm offering comprehensive investment services and financial planning solutions. Our expert financial planners specialize in a wide range of services, including investments in bonds, common stocks, and government securities. We provide tailored retirement planning through various IRA options, 401(k) and 403(b) planning, and profit-sharing plans. Our team excels in creating personalized strategies for college savings, estate planning, and tax optimization. We also offer a diverse selection of insurance products, including disability income, life, and long-term care insurance.