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2016-05-20T00:00:00.000Z

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Matt Byers

Partner

Synergy 360 LLC

HQ Phone: (317) 388-1817

Synergy 360 LLC

101 West Ohio Street Suite 2000

Indianapolis, Indiana 46204

United States

Company Description

Synergy 360 is an independent investment management and consulting firm located in Downtown Indianapolis, Indiana. Synergy 360 LLC is a certified Minority Business Enterprise. ... more

Find other employees at this company (7)

Background Information

Affiliations

Financial Advisor, CRPS
Walker Bafs Retirement Group - Indianapolis

Financial Advisor
Merrill Lynch & Co. Inc

Web References (4 Total References)


Richard Moss | Synergy 360

www.synergy-360.com [cached]

Matt Byers


Matt Byers | Synergy 360

www.synergy-360.com [cached]

Matt Byers

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Matt Byers
Matt Byers is a partner of Synergy 360. Prior to becoming a partner, he spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country. Matt decided he was going to take the best practices employed by the large institutions and brings that experience to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.
Prior to becoming a financial advisor, Matt served as a Regional Sales Manager for ADP's Small Business Services Division. This role gave Matt a deep understanding of the many demands of a small business owner and their HR department. Matt also gained a good understanding of 401(k) plan administration at ADP, whose Retirement Services Division maintains more than 30,000 retirement plans with more than $30 billion in assets


About Us | Synergy 360

www.synergy-360.com [cached]

Matt Byers

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Matt Byers | Partner-Public/Private Plans


Matt Byers, AIF, ...

www.wiseradvisor.com [cached]

Matt Byers, AIF, CRPS

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Matt Byers, AIF, CRPS
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Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the large ...more
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Matt Byers, AIF, CRPS
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Matt Byers, AIF, CRPS
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Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the large ...more

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