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SYNERGYWEALTHALLIANCE.COM

Synergy Wealth Alliance

investing, financial planning, wealth coaching, relationships

http://www.synergywealthalliance.com/

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CONTACTS AT SYNERGYWEALTHALLIANCE.COM

Chris Bordner

684 Oa●●●●●●ow Way

Altamo●●●●●●prings , Florida, 32714

United States

1.32●●●●2385
we●●●●●●●●●●●●●●@gmail.com

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Chris Bordner

684 Oa●●●●●●ow Way

Altamo●●●●●●prings , Florida, 32714

United States

1.32●●●●2385
we●●●●●●●●●●●●●●@gmail.com

View this contact

Chris Bordner

684 Oa●●●●●●ow Way

Altamo●●●●●●prings , Florida, 32714

United States

1.32●●●●2385
we●●●●●●●●●●●●●●@gmail.com

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Synergy Wealth Alliance | synergywealthalliance.com Reviews
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investing, financial planning, wealth coaching, relationships
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2 our team
3 services
4 financial services
5 emoney advisor
6 events
7 community
8 upcoming events
9 the liberty cup
10 synergy softball
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Synergy Wealth Alliance | synergywealthalliance.com Reviews

https://synergywealthalliance.com

investing, financial planning, wealth coaching, relationships

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1

Community Involvement | Synergy Wealth Alliance

http://www.synergywealthalliance.com/p/community-involvement

Find your risk number. At Synergy Wealth Alliance, we are committed to supporting the communities where we live and work. Check back frequently for more information on recent and upcoming community events. We proudly hosted the 3rd Annual Liberty Cup Golf Tournament on October 2, 2015 at Rosen Shingle Creek! All proceeds from the event were awarded to our beneficiary, Bags of Hope Central Florida Kids Club Program. We hope you'll join us again for the 4th annual tournament on October 28, 2016. David Peck...

2

Financial Services | Synergy Wealth Alliance

http://www.synergywealthalliance.com/p/financial-services

Find your risk number. We provide advanced planning strategies and sophisticated investment solutions customized for each situation, needs, goals, and circumstances. Our services include:. Wealth Coaching and Holistic Financial Planning. 401(k) and Pension Rollovers. Proper Distribution Of Retirement Plan Assets. Planning for Multiple Income Streams. Portfolio management for individual investors. Asset allocation strategies reflecting your goals. Comprehensive Estate Planning Services (non-legal).

3

Team Synergy Softball | Synergy Wealth Alliance

http://www.synergywealthalliance.com/p/team-synergy-softball

Find your risk number. Team Synergy Wealth, the new 2014 Regular Season Champions and CFL Playoff Champions! Did you know that Synergy Wealth Alliance sponsors a winning softball team in The Villages? 160;Team Synergy was the 2014 Regular Season Champion, crushing their competition with a clean sweep in the playoff championship doubleheader to win the CFL Playoff Championship Title! We couldn't be more proud. Team Synergy's in the News! For new photos and scoring updates! Cetera is under separate ownersh...

4

Staff Positions | Synergy Wealth Alliance

http://www.synergywealthalliance.com/p/staff-positions

Find your risk number. There are no open positions at this time. However, if you or someone you know would like to inquire about opportunities with our firm, kindly forward your resume to Amanda Stevens: Amanda@SynergyWealthAlliance.com. We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more. 485 N Keller Road.

5

Home | Synergy Wealth Alliance

http://www.synergywealthalliance.com/p/careers

Find your risk number. The Power of Synergy. We provide the resources of a large corporation, but with the personal touch of a small boutique firm. We’re more than just a financial service firm. We’re a firm that cares. How We Serve You. We empower you to take an active role in managing your finances. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Good Health is Good Business. The Financial Literacy Crisis.

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485 N Keller Road, Suite 444. Maitland, FL 32751. 978 Del Mar Drive. The Villages, FL 32159. Research Team: Behind Your Advisor. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Planning for Special Needs Children.

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