Synergy Wealth Strategies

04/28/2025

The Greater Middle Country Chamber of Commerce Community Fair/Music Festival.....Proud to be a sponsor at this event! It was postponed to Sunday, due to Saturday's rain, and it was a bit windy, but still a FUN Day!

03/18/2025

Last week at Synergy, we celebrated two amazing birthdays! 🎂 Happy Birthday to Jackie and Steph! Wishing you both a fantastic year ahead!

03/03/2025

The Synergy team never misses a birthday celebration—and the cake that comes with it! Wishing Laura a very Happy Birthday!

02/21/2025

"So, I told my co-workers I wanted to completely ignore my birthday this year... Guess what happened next?

01/31/2025

Synergy was proud to sponsor Spheres of Influence Great Gatsby Gala to honor CEO ,Inc, celebrating his contributions to local businesses and rasing money for . What a great night it was!

12/23/2024

The Synergy team gathered for a delightful holiday dinner to celebrate our achievements and the festive season. Happy Holidays to all!

12/04/2024

Christmastime at the office. Let the festive season begin!

11/25/2024

As we gather to celebrate this season of gratitude, we want to extend our heartfelt thanks to our incredible clients and everyone we know. Your trust, support, and partnership mean the world to us.

May your Thanksgiving be filled with joy, laughter, and cherished moments with loved ones. Here's to appreciating the wonderful people in our lives and the opportunities we've shared together.

Thank you for being a part of our journey.

11/09/2024

09/17/2024

"Had a great time at the latest LIASB meeting with guest speaker Beth Granger, the LinkedIn guru! Learned so much about leveraging LinkedIn effectively and even started reconnecting with contacts I made years ago. LinkedIn is such a powerful resource that's right at our fingertips—make sure you're using it to its full potential!"

09/04/2024

Need help with your financial plan? [email protected] for a free no-obligation consultation.

08/13/2024

We’re excited to announce that Synergy is expanding! 🎉 Join us in welcoming Jackie, our new Client Relationship Specialist, to the team!