facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Advice in your best INTEREST


PROVIDING FEE-ONLY AND FIDUCIARY
FINANCIAL PLANNING IN CENTRAL  CONNECTICUT AND BEYOND.

Are you uncomfortable buying products that carry commissions?

Do you not meet the minimums or don't want to pay a percentage of your assets to get advice?

Do you find the entire subject of financial planning too complex or intimidating?

Are you looking to partner with a fiduciary planner who will put your best interests first? 

There is a solution!

Synergy Financial Planning

Provides financial advice to clients in all stages of life, regardless of net worth or investment amounts.

Get started