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Synergy Group Inc
1967 Lincoln Way, White Oak, Pennsylvania, United States
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About the Synergy Group Inc
Synergy Group Inc, located at 1967 Lincoln Way in White Oak, Pennsylvania, is a finance institution dedicated to helping individuals pursue their unique retirement goals and dreams. They understand the importance of Social Security in the retirement planning process and offer personalized financial reviews to determine the best course of action for each client. Their Retirement Journey process helps clients implement strategies that align with their goals and keep them on track for a secure future. Synergy Group Inc is affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc., and all advisors are properly registered to conduct securities-related business. Clients can schedule a meeting or attend events to learn more about the products and services offered. Securities offered through FINRA/SIPC and advisory services through J.W. Cole Advisors, Inc. For more information, listeners can tune in to "Laux on Your Retirement" on various stations. Synergy Group Inc prioritizes compliance with regulations and provides investor education resources for clients. Visit their website for more information and to access important disclosure documents.
Photos of Synergy Group Inc
1967 Lincoln Way, White Oak, PA 15131, United States
Opening hours of Synergy Group Inc
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Synergy Group Inc
"Very knowledgeable about financial planning. Jason Laux knows what he's doing. He always knows everything that is going on with the market. Everyone in office have always been pleasant and welcoming. Would highly recommend his group."
"Honesty and integrity are the hallmarks of every single Advisor as we've come to know them all over the many years we have dealt there. Each staff member is super friendly and efficient. You can entrust your savings and retirement path to them 100%. We deal with Sam- a meticulous Advisor, always kind and warm."
"A friend of mine took me to a dinner sponsored by synergy. I signed up for appt. Steve contacted me within a day or two to set up the appt. My husband didn't want to switch his retirement but I wanted info since I was planning on retiring within a year. As soon as we sat down with Steve we knew we were going to have synergy take care of our retirement. He is very knowledgeable and very personable. We are so glad we made the appt. Love everyone there. They are all very helpful and friendly. This is the company I recommend if you are looking for someone to handle your finances Susie K"
"I had been tuning in to the Fan 93.7 for a couple years on my way to work in the mornings and was really impressed with the knowledge of this group. Linda & I wanted to be able to go into retirement and not be exposed to the market and lose a lot of what we worked for. We set up an appointment in 3 stages and there was no pressure to invest with them. Jason and Pete helped us through the whole process. We have been really happy with the move to Synergy and they are so helpful on every question we have. The staff from everyone we dealt with is like family. Also,Tom does a great job doing our taxes each year If your nearing retirement this is the place to go for expert advice."
"I was recommended to Synergy by a co-worker. Steve, Katie, Alyssa and Carol have all gone the extra mile to make my retirement as seamless as possible. Pete has given me sound advice on life insurance. And Lauren is the most pleasant and responsive person I have ever worked with. I would highly recommend the Team at Synergy."
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