Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses
View Top Employees from Synergy Wealth Solutions| Website | http://www.synergywealthsolutions.com |
| Revenue | $16.8 million |
| Employees | 173 (173 on RocketReach) |
| Founded | 2017 |
| Address | 16150 Main Circle Dr, Chesterfield, Missouri 63017, US |
| Phone | (636) 728-2400 |
| Fax | (636) 728-1018 |
| Industry | Financial Services, Business Services General, Business Services |
| Web Rank | 31511 |
| Web Visits | 1 Million |
| Keywords | Holistic Financial Advice, Comprehensive Wealth Management, Collaborative, Long-Term Financial Planning |
| Competitors | Attleboro Wealth Management, Fifth Avenue Financial, Markham Financial Services Inc, Professional Financial Associates, LLC. |
| SIC | SIC Code 73 Companies, SIC Code 736 Companies |
| NAICS | NAICS Code 54161 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 5416 Companies, NAICS Code 541612 Companies |
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Synergy Wealth Solutions Questions
The Synergy Wealth Solutions annual revenue was $16.8 million in 2024.
Kara Perry is the COO of Synergy Wealth Solutions.
173 people are employed at Synergy Wealth Solutions.
Synergy Wealth Solutions is based in Chesterfield, Missouri.
The NAICS codes for Synergy Wealth Solutions are [54161, 541, 54, 5416, 541612].
The SIC codes for Synergy Wealth Solutions are [73, 736].
Top Synergy Wealth Solutions Employees
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35+
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11
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23
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ViewChuck Dow
Managing Director | Financial Advisor at Synergy Wealth Solutions
Springfield, MO, US34 -
5+5
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Marc Chenot
Director of Investments | Financial Advisor at Synergy Wealth Solutions
Chesterfield, MO, US24
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