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
Seminars & Workshops