Synergy Wealth Alliance

Synergy Wealth Alliance Trusted Advice for Life. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. At Synergy Wealth Alliance, we are passionate about what we do and about helping others. We firmly believe that as advisors, our role is not simply to serve clients but to do so in a way that educates and empowers them to take an active role in managing their finances. We are a full-service investment services firm, with offices in Altamonte Springs, The Villages, Orange City, and Tampa. We provide our clients with the knowledge and resources of a large corporation, but with the attention and personal touch of a small boutique firm. Our team structure enables an intimate, client-focused approach with a goal to create extraordinary lifestyles for our clients through clarity, vision, and intelligent financial decisions. We achieve lasting relationships by meeting expectations and maintaining our uncompromised devotion to our values, families, and communities. Because financial freedom means different things to different people, we take the time to understand what it means to you. We strive to give you the appropriate tools to help you understand your financial possibilities. Whether it’s funding a college education, financing a wedding, or pursuing the financial freedom to live out your dreams, we can help. With us, financial planning is more than just numbers, it’s about creating a better lifestyle for you.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
10/02/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Synergy Wealth Alliance team was proud to sponsor and attend the 10th Annual Be Great Gala, supporting the incredibl...
10/02/2026

The Synergy Wealth Alliance team was proud to sponsor and attend the 10th Annual Be Great Gala, supporting the incredible work being done to create brighter futures for youth and teens throughout Seminole County.

We’re thankful for the opportunity to support organizations making a meaningful difference in the communities we serve — and grateful to everyone who helped make this year’s gala such a success!

The key to healthcare in retirement might be a patchwork of different choices.
09/30/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
09/28/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

09/27/2026
Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
09/25/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

There are four basic steps to calculating the value of an estate.
09/23/2026

There are four basic steps to calculating the value of an estate.

Ready to retire? Prepare with these key questions for those ready to take the big step.
09/21/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
09/18/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

What do you need to know when the market experiences volatility?
09/16/2026

What do you need to know when the market experiences volatility?

Address

215 Westmonte Drive
Altamonte Springs, FL
32714

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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