Synergy Wealth Strategies in Smithtown, NY

Synergy Wealth Strategies provides financial services for personal and business clients. Individual options include portfolio management, retirement planning, special needs planning and lending programs. On the business side, Synergy provides cash flow management, retirement plans, health insurance, employee benefits, succession planning and liability management. Synergy also represents nonprofit clients, assisting with cash, portfolio and endowment management, employee retirement plans and planned giving.