(985) 851-5459

Synergy Investment Services  Home
  • Home
  • About  
    • Team
    • Who is Synergy Investment Services?
    • A Different Kind of Investing
    • Useful Links
  • Services 
    • General Financial Planning
    • Retirement Planning
  • LPL 
    • About LPL Financial
    • Weekly Market Commentary
    • LPL Research
    • Fiduciary Focus
    • Business Relationship With LPL
    • LPL Retirement Plan Tools
  • Resources 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Glossary
    • Tax Resources
  • Account View
  • Contact

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Have A Question About This Topic?

Thank you! Oops!
 

Related Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Contact

Synergy Investment Services

Office: (985) 851-5459

Mobile: (985) 855-0468

Office: 800-558-7567

Fax: (985) 223-5480

210 Synergy Center Boulevard

P O Box 2166

Houma, LA 70361

Series 6, 7, 24, 66, IAR

ann.summers@lpl.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Synergy Bank and Synergy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Synergy Investment Services' name, and may also be employees of Synergy Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Synergy Bank or Synergy Investment Services. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or   ANY Other Government Agency

Not Bank 
Guaranteed

Not Bank Deposits Or Obligations

May Lose Value

The LPL financial representatives associated with this site may only discuss and/or transact securities business with residence of the following states: CA, GA, LA, OR, TX

Your Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.