Synergy Financial Advisors

Synergy Financial Advisors

Financial Services, 6965 S Un Park CTR, Murray, Utah, 84047, United States, 1-10 Employees

synergyfa.com

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phone no Phone Number: 80********

Who is SYNERGY FINANCIAL ADVISORS

Synergy Financial Advisors is an independent Financial Planning and Investment Management firm located in Midvale, Utah. Synergy Financial Advisors was established in January of year 2000...

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  • 6965 S Un Park CTR, Murray, Utah, 84047, United States Headquarters: 6965 S Un Park CTR, Murray, Utah, 84047, United States
  • 2000 Date Founded: 2000
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211

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Synergy Financial Advisors Org Chart and Mapping

Employees

Cynthia Slife

Client Service Specialist

Scott Simpson

Certified Financial Planner™

Gabriella Killpack

Trading Assistant & Client Services Specialist

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Frequently Asked Questions Regarding Synergy Financial Advisors

Answer: Synergy Financial Advisors's headquarters are located at 6965 S Un Park CTR, Murray, Utah, 84047, United States

Answer: Synergy Financial Advisors's phone number is 80********

Answer: Synergy Financial Advisors's official website is https://synergyfa.com

Answer: Synergy Financial Advisors's revenue is $5 Million to $10 Million

Answer: Synergy Financial Advisors's SIC: 6211

Answer: Synergy Financial Advisors has 1-10 employees

Answer: Synergy Financial Advisors is in Financial Services

Answer: Synergy Financial Advisors contact info: Phone number: 80******** Website: https://synergyfa.com

Answer: Synergy Financial Advisors is an independent Financial Planning and Investment Management firm located in Midvale, Utah. Synergy Financial Advisors was established in January of year 2000 to form an office of completely independent financial advisors that can offer unbiased financial advice and service. We are considered a fee-based Investment Advisory and Financial Planning firm and have no requirements to sell any proprietary products or services. Our clients have chosen and recommended us for our personalized approach to retirement planning and investment management. Today Synergy Financial Advisors consist of 4 advisors with their CFP Certified Financial Planner designation, 3 full time registered financial advisors, and 3 client service specialists. The third party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences. Please see our website for additional information and disclosures.

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