Marquisse Taylor - Synergy Wealth Solutions

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 free

dom 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

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4gUafDA

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving nee...
08/25/2026

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving needs.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily t...
08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan suppor...
08/19/2026

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan supports you, too

08/17/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

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3253 E Chestnut Expressway
Springfield, MO
65802

Telephone

+14174302331

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