Specialty:
“Synergy Financial Strategies, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Their team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns. Jorge E. Gonzalez is the founder of Synergy Financial Strategies, Inc. Jorge is a CERTIFIED FINANCIAL PLANNER® professional with extensive expertise in investment advisory services, life and health insurance management, and general financial planning advice. With nearly 40 years of experience, his deep knowledge and steadfast commitment to client success enable him to design strategies that address even the most complex financial needs. At Synergy Financial Strategies, Jorge and his dedicated team are passionate about simplifying the financial planning process, empowering clients to achieve their goals and secure a confident, prosperous future.”
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