Synergy Wealth Alliance

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Synergy Wealth Alliance Trusted Advice for Life. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. At Synergy Wealth Alliance, we are passionate about what we do and about helping others. We firmly believe that as advisors, our role is not simply to serve clients but to do so in a way that educates and empowers them to take an active role in managing their finances. We are a full-service investment services firm, with offices in Altamonte Springs, The Villages, Orange City, and Tampa. We provide our clients with the knowledge and resources of a large corporation, but with the attention and personal touch of a small boutique firm. Our team structure enables an intimate, client-focused approach with a goal to create extraordinary lifestyles for our clients through clarity, vision, and intelligent financial decisions. We achieve lasting relationships by meeting expectations and maintaining our uncompromised devotion to our values, families, and communities. Because financial freedom means different things to different people, we take the time to understand what it means to you. We strive to give you the appropriate tools to help you understand your financial possibilities. Whether it’s funding a college education, financing a wedding, or pursuing the financial freedom to live out your dreams, we can help. With us, financial planning is more than just numbers, it’s about creating a better lifestyle for you.

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A great evening supporting an even greater mission! ✨Our Synergy Wealth Alliance team was proud to sponsor and attend th...
10/05/2026

A great evening supporting an even greater mission! ✨

Our Synergy Wealth Alliance team was proud to sponsor and attend the New Beginnings Outreach Ministries Roaring 20’s Gala last month.

For nearly 20 years, New Beginnings has helped men, women, children, and families find hope, stability, and a fresh start through encouragement, mentoring, and practical assistance.

We were grateful to spend the evening supporting their mission and celebrating the incredible impact they continue to make in our community.

Here’s to hope, restoration, and new beginnings! 💙

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Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Address

215 Westmonte Drive
Altamonte Springs, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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