Synergy Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1967 Lincoln Way, White Oak, Pennsylvani...

Phone Number

(412) 673-7760

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
2
2
2

About Synergy Group

Synergy is an independent financial services firm that strives to help individuals create successful retirement strategies utilizing a variety of investment and insurance products that are customized to their needs and objectives. Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser ("GFPC"). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. ("GFIS"). Synergy Group Inc., GFPC and GFIS are not affiliated entities. This entry was posted in In the News.Explore more
Synergy Group's Social MediaPopular SearchesSynergy Group IncSynergy GroupThe Synergy Group IncThe Synergy GroupSynergy IncSIC Code 62,628NAICS Code 52,523Show more

Synergy Group Org Chart

PhoneEmail
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Director of Client Care

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Director, Client Services

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Client Services Specialist

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Client Care Specialist

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Senior Client Services Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Synergy Group

<$5M
11-50
Private
<$5M
2013
AT
Alyssa ThomsonDirector of Client Care
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
<$5M
11-50
Private
-
2013
Marvin Mitchell, Chief Executive Officer & Retirement Coach at Compass Retirement Solutions
Marvin MitchellCEO & Retirement Coach
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2011
PH
Penny HoncManager, Client Relations
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Synergy Group financials insights

Gather financial insights about Synergy Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$186K

See All Synergy Group's Financials Insights

Synergy Group Tech Stack

A closer look at the technologies used by Synergy Group

Top Finance Companies

Frequently Asked Questions Regarding Synergy Group

What is Synergy Group's official website?
Synergy Group's official website is www.synergygroupinc.com
What is Synergy Group's Revenue?
Synergy Group's revenue is <$5 Million
What is Synergy Group's SIC code?
Synergy Group's SIC: 62,628
What is Synergy Group's NAICS code?
Synergy Group's NAICS: 52,523
How many employees does Synergy Group have?
Synergy Group has 11-50 employees
What industry does Synergy Group belong to?
Synergy Group is in the industry of: Finance, Insurance, Securities Trading
What is Synergy Group competition?
Synergy Group top competitors include: Spyrnal Wealth Management, Money Wise, Compass Retirement Solutions, Goodrich and Associates
What technology does Synergy Group use?
Some of the popular technologies that Synergy Group uses are: WordPress.org, Cloudflare CDN, Smarsh, Fastly
How do I contact Synergy Group?
Synergy Group contact info: Phone number: (412) 673-7760 Website: www.synergygroupinc.com
What does Synergy Group do?

Synergy is an independent financial services firm that strives to help individuals create successful retirement strategies utilizing a variety of investment and insurance products that are customized to their needs and objectives. Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser ("G... FPC"). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. ("GFIS"). Synergy Group Inc., GFPC and GFIS are not affiliated entities. This entry was posted in In the News.Read More

What are Synergy Group social media links?
Synergy Group Linkedin page Synergy Group Twitter page Synergy Group Facebook page
Who invested in Synergy Group?
Synergy Group has 2 investors including PPP and PPP.
Is Synergy Group a public company?
Synergy Group is private company therefore does not currently have an official ticker symbol
See more information about Synergy Group

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