Sunergia
A Boutique Financial Planning Firm
A Financial Planning Firm focused in the financial sector addressing a wide range of financial needs, from retirement legacy planning to insurance decisions. Implementing decisive planning with the understanding of the markets and wealth strategies that drive growth for Individuals, Corporations, and Trust Firms.Sunergia has strategic partnerships
in multiple jurisdictions all over the nation with emphasis on the
ability to advise and implement a wide range of solutions for Individuals,
Professionals and Corporations across the nation.
Every single one of our financial advisors have over 20 years of experience in strategic financial and legacy planning coupled with rigorious training and contenuing education along with the philosophy which is based on acedemic research and behavioral finance.
All of our planners believe that everyone, rich or not so rich, deserves great financial advice and planning services. No matter which advisor you work with, you can be confident that they'll put YOUR BEST INTERESTS FIRST and that you are getting the best experience we have to offer.
Our Philosophy... It's easy as 1,2,3.
1
-Talk
Actually, we will listen as you explain your needs, dreams, and fears. Then we will design a personalized plan that explains how we can help you reach your financial goals.
2
-Act
We work together to implement the plan. Then we keep you updated on where you stand and adapt the plan as life happens.
3
-Relax
We are here for you whenever you need. Call us at any time, for any reason. Buying a new car? Ask our advice. Been offered a new job? Give us a call. Daughter got engaged? Congrats - we will help you figure out how to pay for the wedding!