Synergy Wealth Solutions Metro East

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United States
Aviston, IL
Synergy Wealth Solutions Metro East

Our mission is to provide exceptional guidance in every aspect of your financial footprint.

We pride ourselves in listening to your goals and desires to create a customized plan using our full suite of insurance products, disability and retirement annuities. Our goal is to establish a life long relationship with our clients as we build our network on honesty, integrity and trust. If you are interested in learning more about our products, please contact us to set up an appointment! Matt A

lbers
Managing Partner
Synergy Wealth Solutions - Metro East
O: 618-228-5115
C: 618-541-1023

Luke Niemeyer
Managing Director
Synergy Wealth Solutions - Metro East
O: 618-228-5115
C: 618-973-2601

Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies

03/01/2024

Want to know how to elevate your game when it comes to Financial Freedom? Our team at Synergy has the tools in place needed for clients to feel heard and the...

02/07/2024

We're feeling very honored to achieve MDRT!!! Thank you all for your continued support of Synergy Wealth Solutions!

If you'd like to learn more about our firm or to schedule an appointment, please call 618-228-5115.

11/23/2023

Happy Thanksgiving from our families to yours from all of us Synergy Wealth Solutions!!!

11/10/2023

Happy Veteran’s Day! Special shout out to one of our very own, Nathan Duncan! 🇺🇸

05/18/2023

Learn how SECURE 2.0 creates incentives for employers to create better retirement plans for employees, such as the ability to include part-time employees, more flexible borrowing provisions, student loan matching and more. https://blog.massmutual.com/post/business-retirement-plans-secure.

05/10/2023

As a business owner, there’s a lot riding on your shoulders and income. Let’s talk about
disability income insurance and how much coverage may be right for your needs. https://www.massmutual.com/business/business-owners.

04/27/2023

With MassMutual's LifeBridge program, employers can help eligible employees apply for $50,000 of life insurance at no cost to the employee or employer. Learn more: https://www.massmutual.com/sustainability/community-impact/lifebridge.

12/13/2022

A huge thank you to The Villas of St. James for these gifts for the 12 days of Christmas!!!

11/12/2022

Happy Veteran’s Day! Thank you to all that have served! A special thank you to our very own Nathan Duncan, Financial Services Professional, Synergy Wealth Solutions! 🇺🇸

11/07/2022

Announcement time......please join us in congratulating our newest Financial Professional, Kelly Zurliene!!! We're very fortunate to have Kelly on our team as we're very confident she will excel in her new role. Congratulations Kelly!!! Please check out her bio below:

Kelly lives in Southwestern Illinois with her two sons, Abraham and Otto. Kelly joined the Financial Services Industry in 2022 after spending 5 years managing a public library, budgeting expenses, preparing data analysis, and making future financial projections. Kelly is compassionate about community engagement and thrives most when she’s helping families and building relationships with people. In the financial services market, Kelly will be sharing her financial knowledge with clients to help them plan for future goals with the support and expertise of Synergy’s senior staff. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income insurance, or planning for long-term care, we are committed to a new level of attention, insight, and capability.

To book a meeting with Kelly please call our office at 618-228-5115.

10/31/2022

Synergy Wealth Solutions Metro East is growing!!! We have some very exciting news to announce coming soon.....stay tuned!!

Address

4969 US Highway 50
Aviston, IL
62216

Telephone

+16182285115

Website

http://synergywealthsolutions.com/

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