Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customers as well as an entrepreneurial driven opportunity for its associates, SFP is the emerging leader in the financial services industry.
We believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind.
Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential.
Our goal is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place.
If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!
Commercial Funding Partners helps established companies structure equipment and business financing when timing, collateral, bank appetite, or project complexity makes a standard path too narrow.
CFP supports equipment finance, leasing, sale-leaseback, working-capital, acquisition-support, progress-funding, and specialized commercial-finance scenarios for companies with meaningful operating history and real project requirements.
Funding businesses since 1987.
Our forte lies in finding quality mid-caps with clean balance sheets, reliable management & earnings visibility.
We focus on a dynamic portfolio rebalancing strategy with a clear objective to maximize your portfolio returns.
cycle