Synergy Retirement Planning Strategies, LLC

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Synergy Retirement Planning Strategies, LLC Chippewa Valley’s Retirement Specialists

Have a great day!😆
10/09/2026

Have a great day!😆

Have a great day!
10/07/2026

Have a great day!

We had a wonderful time supporting the Dunn County Humane Society, Mustang High School Hockey, and the Menomonie Area Ch...
10/06/2026

We had a wonderful time supporting the Dunn County Humane Society, Mustang High School Hockey, and the Menomonie Area Chamber and Commerce at their golf outings this summer! ⛳🌞

Join us at our office on October 27th at 10:30 AM or 4:30 PM for an educational seminar focused on helping individuals b...
10/05/2026

Join us at our office on October 27th at 10:30 AM or 4:30 PM for an educational seminar focused on helping individuals better understand their Social Security options and how they fit into your overall retirement plan. We’ll cover the Seven Keys to Enhancing Your Social Security Benefits, including when to claim, how to coordinate spousal benefits, and common mistakes to avoid. This session is informational, with no cost or obligation – just an opportunity to provide clarity around important decisions that can impact long-term retirement income. Feel free to scan the QR code or visit our website and click on the Events tab to register. We’d love to have you join us!

Have a great Monday!
10/05/2026

Have a great Monday!

As the leaves begin to change, it is also time for Medicare beneficiaries to take a fresh look at their health care cove...
10/02/2026

As the leaves begin to change, it is also time for Medicare beneficiaries to take a fresh look at their health care coverage. Medicare Open Enrollment runs from October 15 through December 7, 2026, providing an annual opportunity to...

Happy Friday! Have a great weekend!😀
10/02/2026

Happy Friday! Have a great weekend!😀

Have a great Wednesday!
09/30/2026

Have a great Wednesday!

Does your insurance cover you if you get into an accident with an uninsured driver?
09/29/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

We are ready for you to join us tonight for a movie, s’mores, popcorn and drinks at the Amphitheater at Cedarbrook Churc...
09/28/2026

We are ready for you to join us tonight for a movie, s’mores, popcorn and drinks at the Amphitheater at Cedarbrook Church! Fire is going now, movie starts around 7:15.

Address

Menomonie, WI
54751

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+17152312058

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