SFP Synergy Financial Partners
Financial Services • 
Lawrenceville, Georgia, United States • 51-100 Employees
Company overview
| Headquarters | 1424 North Brown Rd, ste 200, Lawrenceville, Georgia 30043, US |
| Phone number | +16789699000 |
| Website | |
| NAICS | 52 |
| SIC | 731 |
| Keywords | Personal Finance, Wealth Preservation, Employee Benefits, Roth Ira, College Planning, Retirement Planning, Life Insurance, Wealth Accumulation, Retirement, Living Benefits, Tax-Free Retirement, Iras, Mortgage Protection, Investment Strategies, 403B, 529 Plans, Indexed Annuities, Entreprenuership, Simple Iras, Sep Iras, Indexed Funds, Roll-Overs |
| Founded | 2012 |
| Employees | 51-100 |
| Socials |
Key Contacts at SFP Synergy Financial Partners
Jake Huggins
Chief Executive Officer
Jeff Huggins
Ceo And Founder
Kayli Rice
Director Of Marketing And Emerging Media
Brad Fulner-Synergy
Director, Culture And Financial Literacy Educator
SFP Synergy Financial Partners Email Formats
SFP Synergy Financial Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 48.2% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 24.1% |
{first name}@company.com | john@company.com | 12.4% |
{last name}.{first name}@company.com | doe.john@company.com | 8.9% |
{first name}{last name}@company.com | johndoe@company.com | 6.4% |
About SFP Synergy Financial Partners
Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customers as well as an entrepreneurial driven opportunity for its associates, SFP is the emerging leader in the financial services industry. We believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind. Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential. Our goal is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place. If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!
SFP Synergy Financial Partners revenue & valuation
| Annual revenue | $5,903,295 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
SFP Synergy Financial Partners has 23 employees across 7 departments.
Departments
Number of employees
Funding Data
SFP Synergy Financial Partners has never raised funding before.
SFP Synergy Financial Partners Tech Stack
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