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contact us

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

get in touch with synergy financial planning

As of March 2024, we are no longer accepting

new fixed fee or hourly clients


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 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




360 Bloomfield Ave Suite 301, Windsor, CT 06095, United States