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Synergy Financial Strategies, Inc.
- Financial Services
- Pembroke Pines, FL
About this business
"We provide retirement planning, wealth management, FRS pension management, DROP/401(k)/IRA rollovers, annuities, life insurance, tax minimization strategies, long term care, and asset protection. We are a fiduciary - held to a higher standard of conduct and trust. We do what is in our client's best interest. Synergy uses customized financial strategies to meet each client's financial needs. Our goal is to help create retirement income strategies for people in or nearing retirement so they can have confidence that their inco... read more
Location details
1961 NW 150th Ave # 202, Suite 202, Pembroke Pines, FL, 33028, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedDuring the recent weeks with the ups and downs of the stock market, I was contacted for a financial awareness review; something I dreaded, thinking I had taken major losses. However, to my surprise, my loses were minimal. Jorge spent time to explain why the volatility of the market and how it relates to the outbreak of the Corona virus.Thanks to Jorge and his team for keeping a watchful eye and taking the necessary steps to minimize the impact thus far
George spent 3 1/2 hours with me organizing my life. I can’t thank him enough for all the time and dedication he has put into my financial planning. If you ever need the right person, George Gonzalez is the man to go too!!!
Jorge and his staff are very knowledgeable and caring. They treat each client like a valued family member. Mr. Gonzalez always takes my calls, or will call me back immediately. He has guided me, and invests money wisely, to be the most advantageous to the client. I have been a client for over 20 years.
Frequently asked questions about Synergy Financial Strategies, Inc.
How is Synergy Financial Strategies, Inc. rated?
Synergy Financial Strategies, Inc. has a 4.6 star rating with 15 reviews.
When is Synergy Financial Strategies, Inc. open?
Synergy Financial Strategies, Inc. is closed now. It will open tomorrow at 8:30 a.m.
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