Plan today. Enjoy tomorrow.

At Synergy Advisory Group, our mission is to help you better understand, and then plan, for greater financial security. Our belief is that working with a professional financial advisor to pursue financial goals provides both better opportunities and greater financial rewards. 

Our Principal Financial advisors Kathryn “Kate” Thome, Emmett LongBrian Long and Terri Groth bring more than 55 years of financial planning experience to provide the expertise needed to assist you in building your financial strategies now and in the future.

If you're searching for a financial advisor to help with any of the following personal or business financial planning services, you've come to the right place: 

  • Insurance    
  • Investments
  • Planning services
  • Individual retirement planning
  • Employer retirement plans
  • Business succession
  • Estate transfer
  • College education

Let Synergy Advisory Group help you to PLAN TODAY to ENJOY TOMORROW.