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Your Financial Life...

...Supported with a heart-centered approach


At Synergy Financial Services, we believe that success comes when you do the right thing for others. Our firm is founded on listening, caring and focusing personally on the needs of our clients. We are a financial planning firm first that takes a client-centered and heart-centered approach to helping women, families and businesses with their wealth planning and investments needs.
~ Annie Daigle*
 
*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, PA, FL, CO.
Synergy Financial Services Copyright 2016. All rights reserved.
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