Whether you are looking for a retirement plan for your small business, a college savings plan for your family or grandchild, or building assets for retirement or a rainy day fund, we can provide an effective way of helping you achieve your financial goals.
Experience backed by Integrity
"My objective is to educate, empower and enable people to become independent both personally and financially, through cooperative financial management, wealth accumulation and preservation strategies.”
*Annie Daigle is an Investment Advisor Representative offering Investments and Advisory Services through Lincoln Financial Securities Corporation, member SIPC.
Lincoln Financial Securities and Synergy Financial Services are not affiliated.
Investment Products and Services available only to residents of:
NH, ME, MA, NC, SC.