Synergistic Financial Center

Website Links

Description

Synergistic Financial Center is commited to providing objective, independent advice to help our clients achieve their financial goals. We have a 30 year history of success, specializing in small business and family services, and we pride ourselves on client satisfaction. Brian Wegrzyn, President CFP, ChFC, CLU Our Mission Our mission is to guide our clients to achieve their financial goals with sound planning. We strive to build lasting relationships with each client. We offer continual and unbiased financial, estate, and tax planning to assist our clients with wealth accumulation and protection of their current lifestyle. With proper planning tools, we advise our clients in the preparation of their estates to provide their own personal legacy.

Products & services

Similar companies nearby