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Synergy Wealth Alliance

485 North Keller Road
Suite 444

Maitland, FL 32751

321-203-4458

Description

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

Business Hour

MONDAY

9 AM - 5 PM

TUESDAY

9 AM - 5 PM

WEDNESDAY

9 AM - 5 PM

THURSDAY

9 AM - 5 PM

FRIDAY

9 AM - 4 PM

SATURDAY

Closed

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