Synergy is an independent retirement-focused financial firm serving clients throughout western Pennsylvania and the Pittsburgh region. Founded in 1988, we have developed our business by reaching out, nurturing, and maintaining close, trusting relationships with each of our clients. We understand how important it is for you to be able to trust your financial professional. It's important to have a trusted professional you can count on to provide you with accurate and helpful information. We are experienced, responsive and understand your need for integrity and transparency.
“Our mission is to enhance the lives of our clients by providing retirement solutions that help add predictability to an unpredictable financial world."