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Synergy Group Inc
- Investment Service
- White Oak, PA
About this business
Specialties We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. History Established in 1988. Synergy Group started in the basement of Roy Laux's home and has grown into our current location in White Oak, PA. We have expaned our business with the help of wonderul clients and execptional employees. Meet the Business Owner Roy L. Business Owner Roy began his career as a registered representa... read more
Location details
1967 Lincoln Way, White Oak, PA, 15131, White Oak, PA, 15131, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I've attended 2 of Synergy's retirement seminars & my hubby & I sat down with Jason to discuss our future plans. After our visit, both of us left with a feeling of safety, security & financial preparedness. Jason did a great job fitting exactly what we needed into the seminar & then personally answered our individual questions & assessments in the office. We are extremely happy & intend on continuing a partnership with Jason & Synergy for a bright retirement!
I have worked with Jason and Steve for the last 6 years. Mine might not be the biggest of accounts with Synergy, but I am very happy with my returns. I'm rolling over my investment with Synergy to a new investment - after a very favorable return on my initial investment. I highly recomend!
I find everyone at The Synergy Group to be professional and courteous at all times. I had the fortune to find Roy, Jason and team about 6 or 7 years ago and by working with them I was able to retire this past spring at 61 years old. My previous financial team told me I had to work till at least 65, maybe 67. I am enjoying retirement and am grateful that Synergy helped me achieve my goals. I highly recommend them to anyone who's unhappy with their current advisors or who has never considered advisors.
Roy, Jason and their team are fantastic to work with. Everyone is courteous, respectful and professional. Their personal approach to creating a firm financial foundation removes the stress of planning for retirement. We highly recommend them to anyone concerned about their financial future.
Jason was excellent in explaining everything to me. Plus he came with highest praise from 2 of my family members.
Frequently asked questions about Synergy Group Inc
How is Synergy Group Inc rated?
Synergy Group Inc has a 4.9 star rating with 122 reviews.
When is Synergy Group Inc open?
Synergy Group Inc is closed now. It will open at 9:00 a.m.
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