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General Financial Planning

As a division of Synergy Bank, we enjoy handling all aspects of our clients’ financial plans and making sure each and every piece is moving smoothly. Through this high level of care, we go the extra mile and show our clients and their families that they matter.

We serve a wide range of individuals, from those just starting in their career to retirees looking to invest or distribute their nest egg. Our general financial planning services include:

Wealth Management

  • Managed Advisory Accounts
  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Brokerage Accounts
  • Alternative Investments
  • Annuities

Financial Planning Strategies

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies


  • Life Insurance
  • Long-Term Care Insurance

Our ambition, client care, and dedication to serve shine through in everything that we do. Contact us today to schedule your first complimentary meeting.