Synergy Financial Group

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

15485 S Us Hwy 27, Lansing, Michigan, 48...

Phone Number

(888) 200-5954

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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Feb
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May
ZI Rank
1
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1

About Synergy Financial Group

Synergy Group. provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence.Explore more
Synergy Financial Group's Social MediaPopular SearchesSynergy Financial GroupFinancial Synergy Group LtdHowe Office Services LLCSynergy Financial Group LLCVogel Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Synergy Financial Group Org Chart

PhoneEmail
JW
United States flag for contact location.

Managing Partner and Financial Advisor

PhoneEmail
PV
United States flag for contact location.

Life Insurance Consultant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Synergy Financial Group

<$5M
1-10
Private
-
2004
JW
Jamie WingManaging Partner and Financial Advisor
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2010
Michael Cratty, President & Investment Advisor & Representative at Cratty & Swanson Advisors
Michael CrattyPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
-
KM
Kristin McLaughlinBroker (Inferred)
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
<$5M
2011
RB
Ryan BoydstonAdvisor and Operations Manager
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Synergy Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Synergy Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Synergy Financial Group.

Synergy Financial Group Tech Stack

A closer look at the technologies used by Synergy Financial Group

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Frequently Asked Questions Regarding Synergy Financial Group

What is Synergy Financial Group's official website?
Synergy Financial Group's official website is www.thesynergyfg.com
What is Synergy Financial Group's Revenue?
Synergy Financial Group's revenue is <$5 Million
What is Synergy Financial Group's SIC code?
Synergy Financial Group's SIC: 62,628
What is Synergy Financial Group's NAICS code?
Synergy Financial Group's NAICS: 52,523
How many employees does Synergy Financial Group have?
Synergy Financial Group has 1-10 employees
What industry does Synergy Financial Group belong to?
Synergy Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Synergy Financial Group competition?
Synergy Financial Group top competitors include: Soard Financial Management, Investment Executives Capital Advisory Group, MJM & Associates, Cratty & Swanson Advisors
What technology does Synergy Financial Group use?
Some of the popular technologies that Synergy Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Synergy Financial Group?
Synergy Financial Group contact info: Phone number: (888) 200-5954 Website: www.thesynergyfg.com
What does Synergy Financial Group do?

Synergy Group. provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insuran... ce solutions to achieve financial independence.Read More

What are Synergy Financial Group social media links?
Synergy Financial Group Facebook page
Is Synergy Financial Group a public company?
Synergy Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Synergy Financial Group

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