About Us

Synergy is the first independent nationwide brokerage firm to effectively merge the benefits of your full service broker and the advantages of an online broker. Synergy offers all the products and services of a traditional, full service broker in addition to three online trading platforms. But at Synergy you're not alone when you're online. Our local presence allows us to provide you with unparalleled service and education to help you meet your goals.

Synergy Investment Group, founded by a team of investment professionals, is an investment firm focused on satisfying the needs of EVERYONE - from novice investors to active traders and institutional investors. By giving consumers a choice and supporting those choices with outstanding customer service, Synergy Investment Group is creating the brokerage firm for the 21st Century.

Synergy’s "Clicks and Bricks" Plan
New and Improved Online Trading Technology
Traditional Financial Planning
Advisory Services
Strategic Partners
Customer Service

Charlotte Business Journal Article
Independent Tribune Business Briefs