Synergy Strategies

Synergy Strategies

Financial Services

CFO for families by helping mitigate financial risk while helping them grow their estate.

About us

We build relationships with clients to help them achieve Our company is Synergy Solutions, we are a full-service finance firm focusing on assisting families and small businesses. We are looking for someone that has strong people skills, that can sit down with our clients (in person or virtually) and assist them in achieving their financial goals. Our company mission is No family left behind. We want to spread financial literacy and help others get into a better place, focusing on helping those that are not privy to the assistance of expensive financial advisers. their financial objectives. This is provided via innovative solutions for the needs of individuals and businesses in the areas of retirement planning, estate planning, long term care, business planning, insurance and education funding. We strive to educate and understand our clients' goals and dreams to develop a comprehensive financial solution.

Industry
Financial Services
Company size
1 employee
Type
Self-Employed

Updates

  • View organization page for Synergy Strategies, graphic

    60 followers

    👇

    View profile for Jesse Reyes Financial Services Professional, graphic

    CFO for families by helping mitigate financial risk while helping them grow their estate.

    Good morning, all! If you are currently in transition or looking to supplement your income, I would like to talk to you! If you keep your options open I may have an opportunity that could work for you. If you have an employee mindset this may not be the opportunity for you, I'm looking for individuals who are looking for a real change and not just looking for a salary or hourly role. Don't put yourself in a box, expand your horizons! Let chat! 👨💻 👩💻 Click the link for details 👇 https://lnkd.in/g3GdjbZc

    1,000+ Synergy Strategies jobs in United States (99 new)

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  • View organization page for Synergy Strategies, graphic

    60 followers

    There is no guarantee or corporate loyalty. Having a side hustle is a MUST in today's uncertain economy.

    View profile for Adam Broda, graphic

    I Help Industry Professionals Break Into Competitive Companies and $150k - $300k+ Roles | Hiring Manager for 11+ Yrs | Founder and Lead Career Coach | Sr. Manager, Product | Husband, Dad

    In my 1st corporate job I drank the Kool-Aid. I wanted to be loyal - but reality set in quickly. The aerospace world opened my eyes. - Reductions in force - Union contract negotiations - Forced ‘walk-outs’ with no pay - Economic impacts to critical business It was a stark welcome to real corporate life, but one major realization I’m forever grateful for: There is no such thing as corporate loyalty. I saw it happen in 2014 as an early-career. I witnessed it in 2019 as a Sr. Manager. I watched it happen in 2022 in Big Tech. The most respected and wealthiest companies in the world (Google, Amazon, Meta, etc.) cut thousands of workers. Regardless of title, tenure, or performance. Jobs eliminated in the blink of an eye. And THAT is why I have a side business. Because I need to ensure my future, and I’m more capable of doing that than someone else’s company is. And maybe you are too. ————— P.S. - I’m interested in taking on a few mentees in the next couple of months to teach people how to build successful career coaching businesses, and create LinkedIn content that captures an audience. Yes, it’s totally free. DM me if you’re interested in joining.

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  • View organization page for Synergy Strategies, graphic

    60 followers

    Are you tired of not being recognized for your work or you hate your boss? Check us out! We have the flexibility of working from home.

    View profile for Jesse Reyes Financial Services Professional, graphic

    CFO for families by helping mitigate financial risk while helping them grow their estate.

    Hi, hope you're doing well! I wanted to reach out about a remote financial associate role at my company, part-time or full-time. We've implemented AI and automation to make the work easier and offer full training. If you're interested or know someone who might be, please check out this brief overview: 15 Min Opportunity Overview  Let's catch up soon! https://lnkd.in/guXZg-Kj

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