Synergy Wealth Management Revenue
Investment Management • 
Grand Rapids Charter Township, Michigan, United States • 1-10 Employees
Synergy Wealth Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Synergy Wealth Management
Gloria Dowiak
Vice President, Retirement Planning
Company overview
| Headquarters | 660 Cascade West Parkway SE, Suite 250, Grand Rapids, MI 49546, US |
| Phone number | +16162857818 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Retirement Planning, Financial Planning, Estate Planning, Investment Management |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Synergy Wealth Management Email Formats
Synergy Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@synergywm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@synergywm.com | 100% |
About Synergy Wealth Management
Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and academically based strategies. We take pride in putting our clients' interests ahead of our own, meaning we strive to provide our clients with unbiased advice, not a sales pitch. We do this by using a transparent, educational, and cost effective process that minimizes conflicts of interest. At Synergy Wealth Management LLC, we are determined to help you understand how the financial industry works, how it affects your investments and financial goals, and why it is critical to learn as much as possible about your financial portfolio. We encourage you to explore our site, www.synergywm.com, and learn more about the services we provide. Should you have any questions or would like more information, please feel free to contact us. We look forward to hearing from you. Call today for a free no-obligation portfolio review. Let us show you the hidden costs of investing! 616.285.7818 Grand Rapids Chamber of Commerce members Michigan Chamber of Commerce members Forest Hills Business Association members Advisory Services offered through Synergy Wealth Management, LLC, a Registered Investment Advisor. Financial Planning Services offered through Synergy Wealth Management, LLC.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Synergy Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Synergy Wealth Management has never raised funding before.
Synergy Wealth Management Tech Stack
Discover the technologies and tools that power Synergy Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Italy
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Frequently asked questions
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