Plan today. Enjoy tomorrow.

 

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

Our Financial Advisors Ken Gellerstedt, Brian Long, and Jennifer Torgrude bring many years of financial planning experience to provide the knowledge needed to help 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.