Synergy Financial Group is a financial advisory firm based in Grand Ledge, MI, offering personalized and client-focused financial strategies and solutions. With a mission to provide financial clarity, security, and overall financial health, they aim to build lifelong relationships with their clients and help them achieve their financial dreams through innovative investment and insurance solutions.
They offer a range of services including financial strategies, business retirement plans, income planning, insurance solutions, legacy and tax planning, wealth management, and generational vault. Their team of experts tailors their advice and recommendations based on clients' investment goals, risk tolerance, time horizon, and income needs, ensuring a customized approach to meet short and long-term financial objectives.
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