- Estate Planning
- Tax Preparation
- Tax Planning
- Financial Planning
- Certified Financial Planner (CFP)
Why choose this provider?
As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. Synergos provides you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations. Synergos offers comprehensive financial planning, retirement savings strategies, Roth 401(K) and IRA conversion strategies, tax planning, cash flow management, risk management, and estate planning strategies.
Investment Adviser Public Disclosure Database, SEC