Many conservative clients have money sitting in Certificates of Deposit (CDs)—not because they’re...

We belive in hard work and doing the right thing.
Founded in Houston, Texas. Synergy has been independently owned and operated for almost 20 yrs.
We keep it simple by always leading with hard work and doing the right thing.
We hard and play hard. Our goal is to help your run a successful and efficient practice so you have more free time to spend with the people you care about most.
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Many conservative clients have money sitting in Certificates of Deposit (CDs)—not because they’re...
Many clients nearing or in retirement are holding large amounts of cash in Certificates of Deposit...
When clients ask about safe, predictable investment options, many advisors default to Certificates...