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we're ready to lead you into a more successful financial future

get in touch with synergy financial planning

Have questions about your finances? Or interested in learning more about our services? From basic questions to complex situations, we're here to help! 

We operate in an industry built on trust and we achieve this with our clients through constant communication and experience. Our willingness to make house calls, offer evening and weekend hours, coupled with the technology to work remotely offers added value and convenience to benefit clients in Connecticut or anywhere else in the United States.


(860) 430-1808




Windsor, CT 06095, United States