Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more. When you schedule a visit, we'll learn what's most important to you and review your current financial situation. Using our Retirement Journey process, we'll help determine what your retirement course looks like financially.
Services
At The Synergy Group, we're all about helping people like you pursue an ideal retirement. Our team starts by getting to know you and your financial concerns. Then, using our Retirement Journey process, we create a financial strategy that addresses your specific needs, focusing on five core categories: income, investments, health care, taxes and estate planning.
Our workshops focus on the financial concerns that many people have about retirement, including having enough money to do what you enjoy, pay for medical care and cover unexpected expenses. Get the information you need to take charge of your retirement journey by registering for a live event listed below!
Use the following resources to budget for your future and stay informed of factors that affect the market. If something's worth doing, it's worth doing right. We believe there's a particular time of life this phrase couldn't be more appropriate - retirement! But how can you know whether you've "got it right" for retirement?
It's not too late to start developing a financial strategy - or get a second opinion on the one you already have. We can help you wherever you are in the process. When you schedule a visit, we'll learn what's most important to you and review your current financial situation. Using our Retirement Journey Process, we'll help determine what your retirement course looks like financially.
Reviews (10)
Jeff Wetzler
Dec 20, 2021
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I became a client of Synergy in 2020. The people are friendly and very professional. We met to discuss my goals in preparing to retire, and developed a plan to reach those goals. I just had my annual review with my advisor and everything is progressing well. It's comforting to have a group with their high level of expertise available to help me through the financial process!
David Fox
Nov 03, 2021
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This is the greatest company that my family and I have ever done business with!!! They are a kind, caring, knowledgeable, professional, trustworthy family-owned business!!! They have done a fantastic job over the years of handling our family's financial investments!!! I couldn't recommend them any higher!!!
Larry Chottiner
Sep 24, 2021
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Brigid Slack
Sep 20, 2021
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Karen Kertes
Sep 02, 2021
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Patrick Devinney
Aug 30, 2021
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As I was getting closer to my retirement years, I decided to take a course that Roy Laux taught for Community college on retirement strategies. My wife and I wanted to understand our options as we approached the next phase of our life. The class was very informative and I developed a trust in Roy and Synergy. They had a well developed financial strategy for us and I have been extremely satisfied with Roy's advice since we joined Synergy.
David Meixelsberger
Aug 28, 2021
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I can't say enough good things about the Synergy Group. I started working directly with Roy Laux about 4 years before my retirement and he took all the stress out of worrying about my future and the fear many of us have about running out of money as we get deeper into retirement. Whether you have a large sum of money or a very conservative amount Synergy can craft a plan that will work for you specifically. Also if you need tax, medicare, social security advice and prep it's all there under one roof. Add to all this, the people from Roy down are all just incredible, they treat you like family.
Ray Schafer
Aug 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Synergy's expertise in planning and investing our hard earned monies has given us comfort and reassurance for a prosperous retirement. Thank you Jason & team for your proficient, thoroughness, skilled experience in strategic planning of our retirement funds.
Synergy's expertise in planning and investing our hard earned monies has given us comfort and reassurance for a prosperous retirement. Thank you Jason & team for your proficient, thoroughness, skilled experience in strategic planning of our retirement funds.
Richard Mikrut
Aug 21, 2021
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My wife and I are fairly new clients to the Synergy Group. We have been impressed with the professional and quality service. Pete conducted our first annual review and he was thorough and took the time to detail our portfolio. He also took the time to answer our questions. Thanks for taking the time to keep your clients informed and being there when we need a consultation.
Donna Maglicco
Jul 29, 2021
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We have been clients for over 15 years. Jason and his staff always have been available to answer all of our concerns. There initial plan for our retirement needs has made our retirement possible and carefree. It is a family business and they make you feel like part of their family. Their goal is to help make your investments work for you based on your needs. If your searching for a financial advisor I highly recommend this group.
