
License Verified:
License: 304021
Investment Adviser Public Disclosure Database, SEC
Synergos Advisory LLC
Business Description
Synergos Advisory LLC delivers comprehensive financial solutions to STEM entrepreneurs in Redmond. It offers financial planning services with step-by-step development guidance, including retirement savings, Roth 401(K), college education, and tax plans. In the first year, financial advisors will aid clients in creating a financial profile and implementing investment recommendations. The second year of the financial planning process includes updating goals, generating new projections, and reviewing tax-loss harvesting opportunities. Synergos Advisory is headed by David R. Uhlmann, a Certified Financial Planner, and NAPFA-Registered Financial Advisor.
License Verified:
License: 304021
Investment Adviser Public Disclosure Database, SEC