Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and academically based strategies. We take pride in putting our clients' interests ahead of our own, meaning we strive to provide our clients with unbiased advice, not a sales pitch. We do this by using a transparent, educational, and cost effective process that minimizes conflicts of interest. At Synergy Wealth Management LLC, we are determined to help you understand how the financial industry works, how it affects your investments and financial goals, and why it is critical to learn as much as possible about your financial portfolio. We encourage you to explore our site, www.synergywm.com, and learn more about the services we provide. Should you have any questions or would like more information, please feel free to contact us. We look forward to hearing from you. Call today for a free no-obligation portfolio review. Let us show you the hidden costs of investing! 616.285.7818 Grand Rapids Chamber of Commerce members Michigan Chamber of Commerce members Forest Hills Business Association members Advisory Services offered through Synergy Wealth Management, LLC, a Registered Investment Advisor. Financial Planning Services offered through Synergy Wealth Management, LLC.
View Top Employees from Synergy Wealth ManagementWebsite | http://www.synergywm.com |
Revenue | $872000 |
Employees | 18 (18 on RocketReach) |
Founded | 2012 |
Address | 660 Cascade West Parkway SE Suite 250, Grand Rapids, Michigan 49546, US |
Phone | (616) 285-7818 |
Fax | (616) 285-7819 |
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Industry | Investment Management, Business Services General, Business Services, Retirement Planning, Estate Planning, Financial Planning |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies |
Looking for a particular Synergy Wealth Management employee's phone or email?
The Synergy Wealth Management annual revenue was $872000 in 2024.
Scott Stooksbury is the President and Chief Executive Officer of Synergy Wealth Management.
18 people are employed at Synergy Wealth Management.
Synergy Wealth Management is based in Grand Rapids, Michigan.
The NAICS codes for Synergy Wealth Management are [561110, 561, 56, 5611, 56111].
The SIC codes for Synergy Wealth Management are [874, 87].