Synergy Wealth Strategies Revenue

Financial Services • Village of the Branch, New York, United States • 1-10 Employees

Synergy Wealth Strategies revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Synergy Wealth Strategies

Stephanie Lyons

Director Of Operations

Company overview

Headquarters	227 East Main Street, Smithtown, NY 11787, US
Phone number	+16319618795
Websites	synergywealthstrategies.com synwealth.com
NAICS	52
SIC	628
Keywords	Financial Advisor, CPA, Business Planning, Retirement Plans, Business Attorneys, Payroll Company, Individual Plans, Physicians Financials, Specializing In Non-Profits
Founded	2008
Employees	1-10
Socials

About Synergy Wealth Strategies

As Independent Advisors, the Synergy Wealth Strategies team provides financial protection and other exclusive benefits to its clients by having the ability and expertise to place assets with not only one, but many of the world’s leading financial institutions. Given the events that took place in the world’s financial markets and the changing climate of today’s investment landscape, Synergy Wealth Strategies believes that the investors deserve a reputable, stable and safe place in which to house their investments, and should be able to freely choose among firms to ensure that they are comfortable with where their assets are being held. Our Registered Representatives affiliation with American Portfolios Financial Services Inc and American Portfolios Advisors Inc allows choices from the most recognizable names in the industry. On a client-by-client basis, choices can include, but are not limited to: Charles Schwab, Fidelity, Pershing (a division of Bank of New York), TD Ameritrade and a host of others. Clients also have the opportunity to place assets directly with numerous mutual fund and insurance companies.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

Synergy Wealth Strategies has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Synergy Wealth Strategies has never raised funding before.

Synergy Wealth Strategies Tech Stack

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

Lodash

JavaScript libraries

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

scrollreveal

JavaScript libraries

Slick

JavaScript libraries

Bluehost

Hosting

Open Graph

Miscellaneous

Font Awesome

Font scripts

Skrollr

JavaScript libraries

Google Analytics

Analytics

jQuery UI

JavaScript libraries

Frequently asked questions

Synergy Wealth Strategies is located in Village of the Branch, New York, US.

You can reach Synergy Wealth Strategies at +16319618795.

Synergy Wealth Strategies generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Synergy Wealth Strategies has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Synergy Wealth Strategies was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Synergy Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Synergy Wealth Strategies

Stephanie Lyons

Director Of Operations

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