Delivering insightful advice Building on a foundation of trust

Synergy Group Colin D. Kowalski, David R. Scharff, Gregory M. Stevens, Bonnie Lupia

Synergy Group


phone

937-428-1318



phone

855-429-8382





address

3601 Rigby Road
Suite 500
Miamisburg, OH 45342



It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. This relationship is even more important during periods of life transition–particularly retirement. Whether your retirement is a few years or a few decades away, it's important to start thinking about how you want to live your future. Talk to us about how we can help you with the financial guidance and resources you need to embrace your future with confidence.



Insights

Top of the Morning Podcasts

Top of the Morning daily podcasts

Is your network secure?

Is your network secure?