Synergy Financial Strategies, Inc.
1961 Northwest 150th Avenue, Pembroke Pines, FL 33028
About the Business
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Synergy Financial Strategies, Inc. is a finance institution located at 1961 Northwest 150th Avenue, Pembroke Pines, Florida, United States. We are deeply connected to the community and prioritize building strong, personal relationships with our clients. When you schedule a meeting with us, we will work with you to create a customized plan for your ideal retirement. Through our Synergy Financial Strategies plan, we will assess your current financial status and determine the best retirement strategy for your unique goals. Join one of our financial webinars to learn more about retirement income strategies and wealth management. Our insurance products are offered through Synergy Financial Strategies, Inc., while our investment advisory services are provided through AE Wealth Management, LLC. Please note that neither the firm nor its representatives can offer tax or legal advice. Investing involves risk, and we recommend consulting a qualified professional before making any decisions. Our goal is to help you achieve a secure and fulfilling retirement. Contact us today to schedule a one-on-one meeting and start planning for your financial future.
Photos
Location & Phone number
1961 NW 150th Ave # 201, Pembroke Pines, FL 33028, United States
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I are so grateful that a friend referred us to Jorge Gonzalez at Synergy Financial Strategies! My only regret is that we did not come to see him sooner. I am retiring from Dade County Public Schools this year and Jorge is guiding us through every single step. Not only is he helping with all of the steps of the DROP process, he is also assisting us with our debt management and planning for our life after I retire. He is knowledgeable in SO MANY areas and has shared that knowledge in patiently answering my multitude of questions. Jorge is passionate about what he does and helping people with financial challenges and planning for the future. He has created an amazing team at Synergy and we are very thankful for what he is doing in our lives, especially at such a crucial time!"
"I went to seek financial guidance from Jorge. In less than 10 years, he has taken me from a devastating situation, into a future I could never have imagined possible. Financially I will be better than fine, as will my children and grandchildren. I am forever indebted to Jorge for his financial acumen, professionalism and understanding all of my needs. I highly recommend him to anyone interested in watching their finances blossom."
"If it wasn't for Jorge Gonzalez and Synergy Financial Strategies I would not be in the financially secure place that I am. Thirty years ago he came into my life and I cannit imagine making any financial decisions without him. The peace of mind he has given me and my family is phenomenal. I would recommend him highly to anyone that wants to be guided in the right direction, financially. He LISTENS to your thoughts and goals and uses his stratigies to help you reach your desired goals."
"After a couple years without financial advisor, because Jay Friedman pass away (RIP) and all the financial companies never ever give us a recommendation to replace him. Therefore two year ago, my husband found very close home Jorge E. Gonzalez and his company Synergy with a very good team to be our best financial advisor. Thanks God, they understand very well our worries about to have a good and healthy retirement in Florida, so We are very happy. NORMA AND EMILIO"
"Jorge and his team at Synergy Financial Services are knowledgeable, passionate, professional and dedicated to providing the best possible financial advice and products for your needs. My husband and I have worked with him for several years with terrific results. Thanks, Jorge!"
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Ae Wealth Management
- Asset Protection
- Estate Planning
- Financial Future Planning
- Financial Goals
- Financial Planner
- Independent Financial Advisor
- Insurance Products
- Investing Strategy
- Investment Advice
- Investment Risk
- Long Term Care Planning
- Retirement Income
- Retirement Planning
- Retirement Savings
- Retirement Security
- Retirement Transition
- Retirement Wealth Transfer
- Synergy Financial Strategies
- Tax Planning
- Wealth Management
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