Founded in 2004, Synergy Financial Group is an SEC-registered investment adviser based in Scottsdale, Arizona. The firm operates as an independent, fiduciary financial planning company, focusing on a holistic approach that integrates financial planning, investment management, retirement planning, risk management, and estate planning. Their mission is to provide objective, customized financial guidance to help individuals, families, and business owners achieve their long-term financial goals.

Founded in

Canada