Plan today. Enjoy tomorrow.
At Synergy Advisory Group, our mission is to help you better understand, and then plan, for greater financial security. Our belief is that working with a professional financial advisor to pursue financial goals provides both better opportunities and greater financial rewards.
Our Principal Securities, Inc. Investment Advisers Representatives Emmett Long, Brian Long, and Ken Gellerstedt bring a combined 50+ years of financial planning experience to provide the expertise needed to assist you in building your financial strategies now and in the future.
If you're searching for a financial advisor to help with any of the following personal or business financial planning services, you've come to the right place:
- Insurance
- Investments
- Planning services
- Individual retirement planning
- Employer retirement plans
- Business succession
- Estate transfer
- College Education
Let Synergy Advisory Group help you to PLAN TODAY to ENJOY TOMORROW.