Synergy Investment Group Brokers and Advisors

Synergy Investment Group offers all of the products and services you would expect from a full service Broker-Dealer with one major exception- Synergy does not offer proprietary investment products. Moreover, our representatives own and operate their own local businesses and are free from sales quotas allowing them to focus their time and energies to understanding your individual financial objectives and offering you sound financial advice. To help them meet your needs with suitable options, Synergy provides access to thousands of individual securities and has formed alliances with the many of the nation's leading providers of investment and insurance products.

Synergy representatives have access to the tools that help them provide high-quality, unbiased investment solutions, including comprehensive fee-based asset management accounts and a full array of nonproprietary products and services:

• Mutual funds
• Annuities and other tax-sensitive investments
• Domestic and foreign securities
• Direct investments
• Insurance
• Fee-based programs
• Estate and Business Planning
• Online Investing and Direct Access Trading

In addition to offering investment products, your Synergy representative can offer you a wide range of services such as cash management accounts complete with check writing and a debit card. Should you prefer, your account representative can offer you expense tracking, tax-lot accounting and dividend reinvestment. If you prefer a more comprehensive approach, your Synergy representative can formulate a personalized investment management strategy.