Financial Synergies Inc

Financial Services - Houston, TX, US

Financial Synergies Inc Employees
Grant Ball

Associate Portfolio Manager

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Heath Hightower

Partner/Financial Advisor at Financial Synergies Wealth Advisors, Inc.

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Mike Minter

Financial Advisor and Partner

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Amber Loehr

Associate Financial Advisor

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David Wanja

Associate Financial Advisor

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Rachel Buckhoff

Associate Financial Advisor

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Financial Synergies Inc Senior Management
Marie Villard

Director of Operations | Chief Compliance Officer | Chief Technology Officer

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Financial Synergies Inc Details

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we've been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them.Our primary goal is to simplify your financial life. Our Certified Financial Plannerâ„¢ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients. Together we'll construct a plan and investment strategy to meet your goals, and give you greater confidence in your future.Financial Synergies is an independent Registered Investment Advisor, and we follow the highest fiduciary standard, meaning your interests are our utmost priority. We work on a fee-only basis and do not sell commission-based products. This gives us the freedom to develop your financial plan and investment strategy without outside influence.**The information on this site has been prepared solely for information purposes. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not make any representations or warranties as to the accuracy, timeliness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our site or incorporated herein.

Financial Synergies Inc logo, Financial Synergies Inc contact details
Website: finsyn.com
Employees: 20 - 49
HQ: 713-623-6600
Location: Houston, TX, US
Revenue: 5 - 10 Million
Investment Management Financial Advice and Consultation Retirement Planning Retirement Income Distribution Strategies General Financial Planning Customized Investment Portfolios Financial Services Financial Advisory Services
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