Synergy Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

3440 Blue Springs Rd NW Ste 501, Kennesa...

Phone Number

(678) 738-7000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Synergy Wealth Management

Synergy Wealth Management is an independent, full-service financial planning firm specializing in tailored retirement income strategies. Founded by Scott Stooksbury, the firm serves pre-retirees, professionals, independent women, and multigenerational families, providing them with objective financial guidance. Committed to transparency and communication, they prioritize understanding clients' personal and financial situations to help them achieve their retirement dreams. The firm also offers educational workshops to enhance financial intelligence and decision-making.Explore more
Synergy Wealth Management's Social MediaPopular SearchesSynergy Wealth Management IncSynergy Wealth ManagementSnyergy Wealth Management IncSynergy Wealth Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Synergy Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Synergy Wealth Management

<$5M
1-10
Private
-
2006
$6.8M
1-10
Private
-
2001
<$5M
11-50
Private
-
1990
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
BC
Brian CannonChief Compliance Officer & Portfolio Manager & President
<$5M
1-10
Private
-
-
GP
Garry PakozdyFiduciary Investment Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Synergy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Synergy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Synergy Wealth Management.

Synergy Wealth Management Tech Stack

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Frequently Asked Questions Regarding Synergy Wealth Management

What is Synergy Wealth Management's official website?
Synergy Wealth Management's official website is www.synergywealthcoach.com
What is Synergy Wealth Management's Revenue?
Synergy Wealth Management's revenue is <$5 Million
What is Synergy Wealth Management's SIC code?
Synergy Wealth Management's SIC: 62,628
What is Synergy Wealth Management's NAICS code?
Synergy Wealth Management's NAICS: 52,523
How many employees does Synergy Wealth Management have?
Synergy Wealth Management has 1-10 employees
What industry does Synergy Wealth Management belong to?
Synergy Wealth Management is in the industry of: Finance, Securities Trading
What is Synergy Wealth Management competition?
Synergy Wealth Management top competitors include: Chadmere Capital, Charter Financial Group, Wealth Personal, Wealth Conscious
What technology does Synergy Wealth Management use?
Some of the popular technologies that Synergy Wealth Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Synergy Wealth Management?
Synergy Wealth Management contact info: Phone number: (678) 738-7000 Website: www.synergywealthcoach.com
What does Synergy Wealth Management do?

Synergy Wealth Management is an independent, full-service financial planning firm specializing in tailored retirement income strategies. Founded by Scott Stooksbury, the firm serves pre-retirees, professionals, independent women, and multigenerational families, providing them with objective financial guidance. Committed to transparency and communic... ation, they prioritize understanding clients' personal and financial situations to help them achieve their retirement dreams. The firm also offers educational workshops to enhance financial intelligence and decision-making.Read More

What are Synergy Wealth Management social media links?
Synergy Wealth Management Linkedin page Synergy Wealth Management Twitter page
Is Synergy Wealth Management a public company?
Synergy Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Synergy Wealth Management

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