Financial Synergies Wealth Advisors

The Momshell 

on Google

a month ago

Definite 5 star business! We are so pleased with our relationship with Financial Synergies. They take complex financial questions and explain in a very thorough and thoughtful way. They are great listeners in finding out your financial needs and giving advice but never pressure you to step out of your comfort zone. We are second generation clients so we have a 30 plus years knowledge of their company. Brian and Colton are not only knowledgeable but they are so kind and easy to work with. I would definitely recommend them. 

J. Fischer 

on Google

a year ago

I’ve been a Financial Synergies client for many, many years. My mom and dad originally introduced me to Mike Booker and Bryan Z and I’m forever grateful. Not just for the increases in my investments, but for the peace of mind they give me during turbulent times. Will Goodson is my day-to-day contact there. He is brilliant when comes to my taxes and retirement type questions. I give them a solid 5-stars!! Call them for a consultation today. 

Dave Robbins 

on Google

a year ago

We've been with Financial Synergies for the last 4.5 years and couldn't be more pleased with their management of our portfolio. Bryan and Rachel have been wonderful to work with. Professional, personable, and extremely competent. You have questions? They respond promptly! They have many notable accomplishments that reinforces the trust and confidence we have in their management of our nest egg for years to come. We highly recommend Financial Synergies Wealth Advisors!! 

Shane Johnson 

on Google

a year ago

I have been a client of Financial Synergies Wealth Advisors for over 10 years, and I can confidently say that they have been an invaluable partner in managing my financial future. Bryan Zschiesche and his team consistently provide thoughtful, reliable, and personalized advice that I truly trust and value. Their attention to detail, proactive approach, and deep understanding of the markets have helped me navigate through various stages of life with confidence. I appreciate their commitment to my financial well-being and highl... read more

Clay Nolen 

on Google

a year ago

Financial Synergies Wealth Advisors is a great advisor group to work with. They are willing to take to take the time to teach you about the moves you need to make financially and not just tell you what to do with your money. It’s refreshing to find people with the patience to tell you why you should do something not just tell you what to do and say trust me. I highly recommend Bryan Z. and the Financial Synergies Wealth Advisors group.