Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth.
Our Vision: to excel in our role as one of the industry’s premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach.
Our Strategy:
Holistic Approach—Each Financial Services Representative is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions.
Teams—We are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience.
Culture—We are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). 949 South Shady Grove Road, Suite 300, Memphis, TN 38120. 901.767.5951.
Synergy Business Solutions makes your financials, projects, and government compliance much easier through implementing and supporting financial and ERP software--Microsoft Dynamics SL (Cloud or on-premise).
Synergy solutions solve your pressing challenges with financial management, project accounting, DCAA compliance, revenue recognition, materials management, budgeting, bidding, and/or financial reporting.
"Microsoft Dynamics SL is the best project accounting software on the market today..." John Wheeler, Controller
"We would not be as successful as we are today without Synergy." - Robin Smith, President, Gillespie, Prudhon & Associates
"Synergy and Dynamics SL easily solved all those pain points we had with government compliance." - Julie Adelman, Controller, NuScale Power
“In all my years, I’ve never seen such quality customer service and support as I’ve seen with Synergy." - Christine Finkbeiner, Senior Accountant, Computerized Facility Integration