Synergy Financial Partners is a U.S.-based full-service financial services firm registered with FINRA. The company operates as a national insurance marketing organization (IMO) and broker-dealer, offering a wide array of financial products and services. Their core mission is to empower independent financial advisors by providing them with back-office support, advanced technology, marketing resources, and access to a broad portfolio of investment and insurance products. This allows advisors to focus on building client relationships and providing personalized financial planning, retirement strategies, and wealth management services.

Founded in

United States