Synergos Financial

Welcome to SYNERGOS Financial Group - a Registered Investment Advisory practice where we recognize the uniqueness of every investor, and work with clients on their terms.

Some clients want a second opinion on what they're thinking and doing, others want professional recommendations on when to buy and sell without giving up control of their assets, while many clients prefer a more traditional approach where we professionally manage their portfolios.

In most cases, clients are looking for us to help them:

Avoid making costly investment or retirement planning mistakes
Decide when to take Social Security and how best to take withdrawals from their retirement plans
Review their current portfolio, investment concerns, and make recommended changes for a flat-fee
Reducing or minimizing investment expenses and advisor fees
Create income without locking their money up in a long-term CD or annuity

Whether you're a hands on or hands off investor, Co-founders Robert Laura and Drummond Osborn can help you where you need us most.

Flat-Fee Second Opinion Do-It-Together Investing Investment Management Dividend Paycheck Seminars & Workshops

Retirement Experts