ZYNERGY RETIREMENT PLANNING

Tel: (732) 822-9719 10 Nj-35 Red Bank, New Jersey 07701

About ZYNERGY RETIREMENT PLANNING

ZYNERGY RETIREMENT PLANNING is a Red Bank, New Jersey based financial advisory firm with nearly $143,246,426 in assets under management and provides investment advisory services for 606 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

143861

Firm SEC#:

801-129005

Assets Under Management:

$143,246,426

No. of Clients:

606

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Other (TAX SERVICES)

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