Synergy Wealth Management, Inc 3440 Blue Springs Road Nw # 501 Category: Financial Consultant
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More Contacts Of Synergy Wealth Management, Inc
http://twitter.com/Synergywealth (Twitter)
Company representatives
Phone: 678 7387000
Email: moc.hcaochtlaewygrenys@ttocs
Scott Stooksbury, Wealth Management
About Synergy Wealth Management, Inc
Financial Planning, Wealth Planning for the Accredited Investor
Synergy Wealth Management Inc. is an independent firm, led by Scott E. Stooksbury.We specialize in working with the affluent and accredited investor with a unique approach and unique solutions while minimizing tax implications and risk. We collaborate and use the synergy of other financial, legal and tax professionals to assure the accomplishment of your most important financial and life goals. Being independent allows us to focus our energy and recommendations solely on you and your objectives without corporate influence.
The process is begun by determining your unique financial and personal goals and assess what's important to you. Then, we make recommendations based on the information gathered and choose from many investment options to find the best mix that is suitable for you and you
Products and Services
- Estate Planning
- Insurance Planning
- Financial Advice
Opening Hours
- SundayCLOSED
- Monday9:00 AM to 5:00 AM
- Tuesday9:00 AM to 5:00 AM
- Wednesday9:00 AM to 5:00 AM
- Thursday9:00 AM to 5:00 AM
- Friday9:00 AM to 5:00 AM
- SaturdayCLOSED
Business categories
- Insurance Consultants and Advisors
Location Type
Headquarters
Revenue
$725,000 - $750,000
Employees
2 to 4
Years In Business
18
Brands
- Aviva
- Hartman
- North American
- Allianz
- Ing
Additional information
Scott is a member of the International Association of Registered Financial Consultants and Synergy Wealth Management is a member of the greater Atlanta Better Business Bureau. He has earned awards fro
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