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Cfp® Sarah J. Zvekan

Advisor, Advanced Planning Team at Synergy Capital Solutions

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Mother of two boys.Gardener of fruits, vegetables, & herbs. Keeper of Bees, chickens, fish ponds. Skier of Mountains…Cooker of delicious foods.Explorer of National Parks. Imported from De...

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SYNERGY CAPITAL SOLUTIONS

SYNERGY CAPITAL SOLUTIONS

  • description Description
    We are a solutions-based wealth management firm serving affluent individuals nationwide. Our team builds trusted relationships to help our clients build, grow, enjoy, and give while navigatin...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Synergy Capital Solutions Org Chart and Mapping

Cfp® Mark F. Burns

Chief Executive Officer/Chief Investment Officer

VP-Level
Employees

Cfp® Jordann Andrusiak

Advisor ‖ Director of Business Solutions

William Brown

Managing Director, Co-Founder and Co-Owner, Director of Family Office Solutions

Cfp® Sarah J. Zvekan

Advisor, Advanced Planning Team

Jeff Advisor

Client Solutions Advisor, Director of Planning Solutions

Emma Burns

Client Experience Associate – Marketing and Events

Jennifer Curran

Client Experience Associate

Frequently Asked Questions Regarding Cfp® Sarah J. Zvekan

Answer: Cfp® Sarah J. Zvekan works for Synergy Capital Solutions as Advisor, Advanced Planning Team

Answer: Cfp® Sarah J. Zvekan’s role in Synergy Capital Solutions is Advisor, Advanced Planning Team

Answer: Cfp® Sarah J. Zvekan's email address is s***@gmail.com

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Answer: Cfp® Sarah J. Zvekan works in the industry of: Financial Services

Answer: Cfp® Sarah J. Zvekan is the current Advisor, Advanced Planning Team at Synergy Capital Solutions.... Read More

Answer: Cfp® Sarah J. Zvekan works Synergy Capital Solutions located at Woodward Ave, Bloomfield Hills, , 48304, Michigan, 39533, United States

Answer: Synergy Capital Solutions's Advisor, Advanced Planning Team is Cfp® Sarah J. Zvekan

Answer: Cfp® Sarah J. Zvekan contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@synergycapitalsolutions.com

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