Synergy Wealth Alliance

Tel: 321-203-4458
485 North Keller Road
Suite 444
Maitland, Florida  32751
Synergy Wealth Alliance | Financial Advisor in Maitland,Florida

About Synergy Wealth Alliance

See our affiliate offices at: 978 Del Mar Drive - The Villages, FL 32159 921 Town Center Drive, Suite 900 - Orange City, FL 32763 13528 Prestige Place, Suite 106, Tampa, FL 33635 415 S. Babcock St., Suite C, Melbourne, FL 32901

General Information

Services:   Wealth Coaching and Holistic Financial Planning, Integrated Wealth Management - 401(k) and Pension Rollovers, Integrated Wealth Management - Proper Distribution Of Retirement Plan Assets, Integrated Wealth Management - Planning for Multiple Income Streams, Asset Management - Fee-based financial plans, Asset Management - Portfolio management for individual investors, Asset Management - Regular Portfolio Review, Asset Management - Asset allocation strategies reflecting your goals, Asset Management - Investments and strategies, Comprehensive Estate Planning Services (non-legal) - Tax Reduction Strategy, Comprehensive Estate Planning Services (non-legal) - Charitable remainder trust (CRT) design, Comprehensive Estate Planning Services (non-legal) - Charitable gifting, Risk Management - Insurance review and assessment of coverage, Risk Management - Death & disability coverage, Risk Management - Income protection, Risk Management - Long term care, Corporate Services - 401(k) Design and implementation, Corporate Services - Corporate Benefits: Group life, long term care, and disability

Office Hours

Monday   09:00 AM - 05:00 PM
Tuesday   09:00 AM - 05:00 PM
Wednesday   09:00 AM - 05:00 PM
Thursday   09:00 AM - 05:00 PM
Friday   09:00 AM - 04:00 PM

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