GYL Financial Synergies Revenue
Financial Services • 
West Hartford, Connecticut, United States • 11-20 Employees
GYL Financial Synergies revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Key Contacts at GYL Financial Synergies
David M. Feldman
Co-Founder
Joseph B. Mcbride
Managing Director & Senior Wealth Advisor
Martin Resnick
Co-Founder
Company overview
| Headquarters | 65 Memorial Drive, West Hartford, CT 06107, US |
| Phone number | +12032268262 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
GYL Financial Synergies Email Formats
GYL Financial Synergies uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@gylfinsyn.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@gylfinsyn.com | 100% |
About GYL Financial Synergies
GYL Financial Synergies is an independent, fiduciary, Registered Investment Advisory firm founded on one guiding principle: our clients’ interests come first. As a team, we spent 18 years custom tailoring solutions for individuals, families and institutions at Wells Fargo Advisors and its predecessors — before launching Goldberg, Yolles & Lepore LLC (now known as GYL Financial Synergies) in 2014. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele by offering them access to a wider universe of investment vehicles, more innovative solutions, more value-added services and more personalized attention in an open and transparent environment. As part of this evolution, we’ve joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. With the backing of Focus, we’ve deepened our bench strength and gained unprecedented access to resources, expertise, research services and technology providers so that we can find and deliver the best solutions for our clients.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
GYL Financial Synergies has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
GYL Financial Synergies has never raised funding before.
GYL Financial Synergies Tech Stack
Discover the technologies and tools that power GYL Financial Synergies's digital infrastructure, from frameworks to analytics platforms.
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