Synergy Wealth Management

Finance · Arkansas, United States · 1-10 Employees

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Overview

Headquarters

5111 Jerry Dr Ste B, Little Rock, Arkans...

Phone Number

(501) 954-7777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Synergy Wealth Management

Synergy Wealth Management is a financial services firm based in Nashville, TN, offering a range of services including estate planning, investment management, insurance review, tax planning, and retirement planning. The firm aims to help clients identify and achieve their financial goals through personalized financial planning and education. With a team of experienced financial advisors, they provide tailored advice and ongoing support to clients in Nashville and beyond. As an independent firm, they are committed to integrity and understanding the unique needs of each client.Explore more
Synergy Wealth Management's Social MediaPopular SearchesSynergy Wealth ManagementSynergy Wealth Management IncSynergy Wealth Management - ArkansasSynergy Wealth Managementhttp LLCSIC Code 62,628NAICS Code 52,523Show more

Synergy Wealth Management Org Chart

PhoneEmail
BS
United States flag for contact location.

Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Synergy Wealth Management

<$5M
1-10
Private
-
2007
BS
Beverley SchillingerDirector, Client Services
$7.6M
11-50
Private
-
1962
$7M
11-50
Private
<$5M
1984
WM
Wayne MaierFounder & CEO
<$5M
1-10
Private
-
1962
EM
Emilee ManleyClient Service Manager
<$5M
1-10
Private
-
1994
N/A
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
1962
BS
Brandyn SkeenFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Synergy Wealth Management Tech Stack

A closer look at the technologies used by Synergy Wealth Management

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Frequently Asked Questions Regarding Synergy Wealth Management

What is Synergy Wealth Management's official website?
Synergy Wealth Management's official website is www.synergywealth.net
What is Synergy Wealth Management's Revenue?
Synergy Wealth Management's revenue is <$5 Million
What is Synergy Wealth Management's SIC code?
Synergy Wealth Management's SIC: 62,628
What is Synergy Wealth Management's NAICS code?
Synergy Wealth Management's NAICS: 52,523
How many employees does Synergy Wealth Management have?
Synergy Wealth Management has 1-10 employees
What industry does Synergy Wealth Management belong to?
Synergy Wealth Management is in the industry of: Finance, Securities Trading
What is Synergy Wealth Management competition?
Synergy Wealth Management top competitors include: Namey Financial Group, Reynolds Wealth Management, Ascential Wealth, Maier & Associates
What technology does Synergy Wealth Management use?
Some of the popular technologies that Synergy Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Synergy Wealth Management?
Synergy Wealth Management contact info: Phone number: (501) 954-7777 Website: www.synergywealth.net
What does Synergy Wealth Management do?

Synergy Wealth Management is a financial services firm based in Nashville, TN, offering a range of services including estate planning, investment management, insurance review, tax planning, and retirement planning. The firm aims to help clients identify and achieve their financial goals through personalized financial planning and education. With a... team of experienced financial advisors, they provide tailored advice and ongoing support to clients in Nashville and beyond. As an independent firm, they are committed to integrity and understanding the unique needs of each client.Read More

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

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