Synergy Financial

Synergy Financial

  • 2016 Eden Park Blvd
  • McKeesport, Pennsylvania
  • 15132

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Description

Synergy Financial Services is a retirement focused financial firm serving clients throughout western Pennsylvania and the Pittsburgh region. Founded in 1988, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. As a family owned and operated firm, we are honored to extend those family ties to our clients.

We understand how important it is for you to be able to trust your financial professional. It's important to have a trusted professional you can count on to provide you with accurate and helpful information.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients and taking the time to understand each client on a personal level to customize each plan . Our primary focus is working with people in or near retirement by providing a comfortable and confidential environment in which we can build a solid financial relationship.

Products & services

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