Marquisse Taylor - Synergy Wealth Solutions

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Marquisse Taylor - Synergy Wealth Solutions Financial Advisor | Synergy Wealth Solutions
Entrepreneur•Leader•Student•Writer•Bowler•Gamer•♈ Preparing for the next steps in life isn’t always easy.

I am committed to building long-term relationships with my clients, and I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current and, more importantly, future needs. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients by providing them with the resources you need to make financial decisions that can help make your financial future as successful as you need it to be. My goal is to assist families, and business owners build their financial freedom. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I offer comprehensive financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Advisory services and Retirement analysis programs
• Estate Strategies
• Employee benefit and retention services
• Business continuation strategies
By engaging with my team of experienced professionals and me, I will help you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your tolerance for risk and your timeframe
• Implement your strategy with products and services that help meet your needs. I am licensed to sell insurance in MO, CA, and SC. Domiciled in MO, CA Insurance License Number 4223921. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1650 Main Circle Dr, STE 400, Chesterfield, MO 63017; T: (314)548-4911. CRN202508-2818550

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According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

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Whether you’re growing a business, planning for succession, or building wealth alongside your professional goals, creating a financial strategy can help you stay prepared for what’s next. Let's connect.

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Want to talk it through? Let’s connect.

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Address

3253 E Chestnut Expressway
Springfield, MO
65802

Telephone

+14174302331

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