Synchronized Investments
Finance · 11-50 Employees
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Overview
Phone Number
(415) 813-5554Revenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Synchronized Investments
Synchronized Investments was created to deliver independent, unbiased professional wealth planning solutions for individual client needs. We do not believe in a one-size-fits-all investment strategy that works across the board, for every investor, for an unlimited amount of time. Our integrated approach to wealth management enables us to find custom solutions to financial issues and keep clients on the path to achieving their goals. We are passionate about helping clients meet their financial goals one year from now, ten years from now, and many years into the future. Based in California, Synchronized Investments delivers fee-based wealth management solutions to clients throughout the nation. We always pursue the best interest of our clients and have no ties to proprietary products, brokerage houses or financial institutions. Registered Investment Advisor Charles Donahue founded the company in 2009. It exists to enhance the overall wealth of hard working people who need and deserve morRead more
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Synchronized Investments was created to deliver independent, unbiased professional wealth planning solutions for individual client needs. We do not believe in a one-size-fits-all investment strategy that works across the board, for every investor, for an unlimited amount of time. Our integrated approach to wealth management enables us to find custo... Read More
