Thelma Ruff - Investment Advisor Representative

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Thelma Ruff - Investment Advisor Representative Financial Services My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

I pride myself in 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. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Licenses and disclosures: http://www.synergywealthsolutions.com/licenses

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning ...
10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.
10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

If you’re building something of your own, let’s review a few planning basics that can help support both your business an...
09/23/2026

If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choice...
09/09/2026

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect.

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

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next ste...
08/05/2026

Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next steps that make sense for you.

07/22/2026

73% of women feel comfortable managing day-to-day money, but fewer feel the same about long-term planning. If the bigger picture feels harder to tackle, let’s check in to turn “someday” into a simple next step.

Source: 2025 MassMutual Women’s Financial Confidence Study

Address

2045 South Glenstone Avenue, Suite 210
Springfield, MO

Telephone

+14173805446

Website

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