At Synergetic Finance, a boutique-style investment management firm, we pride ourselves on providing the very best customer service to our clients. In fact, we see ourselves as the Nordstrom of investment management. Why? Because we cater to each and every client including:

  • Paying a high level of attention to each client’s specific needs
  • Focusing on short-, mid- and long-term goals
  • Developing a long-term relationship
  • Staying in touch with our clients, keeping them up-to-date on market trends and investment opportunities
  • Offering a full-range of business valuation and consulting services

In addition, because we have access to investment and insurance products at a number of different companies and carriers, we can help our clients accumulate wealth and invest it wisely in both their core and discretionary portfolios.

If this is the type of firm you’d like to work with, contact us to see what we can do for you.