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Synergy Financial Advisors

Synergy Financial Advisors Email Formats

Financial ServicesFlag of USMurray, Utah, United States11-20 Employees

Synergy Financial Advisors Email Formats

Synergy Financial Advisors uses 3 email formats. The most common is {first initial} (e.g., j@synergyfa.com), used 70% of the time.

FormatExamplePercentage
{first initial}
j@synergyfa.com
70%
{first name}
john@synergyfa.com
20%
{first initial}{second initial}
jo@synergyfa.com
10%

Key Contacts at Synergy Financial Advisors

Flag of US

Mary Ann Gubler

Financial Planner/Owner

Flag of ZA

Jenene Coetzee

Director/Key Individual

Company overview

Headquarters746 East Winchester Street, Suite 150, Murray, Utah 84107, US
Phone number+18013526007
Website
NAICS52
SIC628
Keywords
Comprehensive Financial Planning, Asset Management, Retirement Income Planning, Financial Planning Through Life Changes
Founded2000
Employees11-20
Socials

About Synergy Financial Advisors

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Synergy Financial Advisors 746 East Winchester Street, Suite 150, Murray, UT 84107. Direct 801-352-6005. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
Founder/Owner

Employees by Department

Synergy Financial Advisors has 11 employees across 2 departments.

Departments

Number of employees

Funding Data

Synergy Financial Advisors has never raised funding before.

Synergy Financial Advisors Tech Stack

Discover the technologies and tools that power Synergy Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

FancyBox

FancyBox

JavaScript libraries

Open Graph

Open Graph

Miscellaneous

Facebook Pixel

Facebook Pixel

Analytics

core-js

core-js

JavaScript libraries

Frequently asked questions

Synergy Financial Advisors is located in Murray, Utah, US.
You can reach Synergy Financial Advisors at +18013526007.
Synergy Financial Advisors was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.
Synergy Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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