Synergistic Wealth Management

3133 West Frye Road

Chandler, AZ 85226

480-463-4357

Description

We are a full-service financial advisory firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we dont have a product or service, we know a group that does.

General Information

Services

Financial Planning , College Planning , 401(k) Plans , Tax and Investment Management , Retirement strategies , Estate conservation , Insurance and annuity products , Alternative Investments

Business Hour

MONDAY

6 AM - 8 PM

TUESDAY

6 AM - 8 PM

WEDNESDAY

6 AM - 8 PM

THURSDAY

6 AM - 8 PM

FRIDAY

6 AM - 8 PM

SATURDAY

6 AM - 8 PM

Social Networks

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We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.