Welcome to Financial Synergy Group, where harmony meets prosperity
Picture a symphony orchestra, where each instrument plays its unique part, harmonizing together to create an enchanting melody. Similarly, at the Financial Synergy Group, our talented advisors come together, combining their individual strengths and expertise to compose a harmonious financial plan that resonates with your goals and aspirations. Our synchronized efforts ensure that every aspect of your financial journey is thoughtfully orchestrated, leaving no note unturned.
Like an orchestra, every member on our team brings different skills, experiences and styles to the table. While we all provide a holistic approach to financial advice, each of us specializes in particular areas:
- Joslyne - She helps strengthen your financial position and explore more tax-efficient ways to manage your money.
- Cindy - She can help protect your family’s future and prepare for an unexpected illness, injury, or loss.
- Kurt - He can help you save and prepare for income in retirement and plan to pass on a meaningful legacy.
- Gary - He can design a plan to prioritize your important goals and save for education with a tax-efficient approach.
Call or stop by our office in Allison Park to set up an appointment or to learn more about how we can help families in Pittsburgh and beyond find financial clarity and live generously!
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Location
Allison Park Office
- Phone:
- 412-748-0625
- Fax:
- 412-364-6459