Synergy Group Inc - White Oak (PA)

5 /5 Jay Harrison: Roy, Jason and their team are fantastic to work with. Everyone is courteous, respectful and professional. Their personal approach to creating a firm financial foundation removes the stress of planning for retirement. We highly recommend them to anyone concerned about their financial future.

5 /5 David Hillstrom: I have worked with Jason and Steve for the last 6 years. Mine might not be the biggest of accounts with Synergy, but I am very happy with my returns. Im rolling over my investment with Synergy to a new investment - after a very favorable return on my initial investment. I highly recomend!

5 /5 mb prickett: Ive attended 2 of Synergys retirement seminars & my hubby & I sat down with Jason to discuss our future plans. After our visit, both of us left with a feeling of safety, security & financial preparedness. Jason did a great job fitting exactly what we needed into the seminar & then personally answered our individual questions & assessments in the office. We are extremely happy & intend on continuing a partnership with Jason & Synergy for a bright retirement!

5 /5 Mary Staller: I find everyone at The Synergy Group to be professional and courteous at all times. I had the fortune to find Roy, Jason and team about 6 or 7 years ago and by working with them I was able to retire this past spring at 61 years old. My previous financial team told me I had to work till at least 65, maybe 67. I am enjoying retirement and am grateful that Synergy helped me achieve my goals. I highly recommend them to anyone whos unhappy with their current advisors or who has never considered advisors.

5 /5 Debbie Miller: We are so happy my sister recommended Synergy to us as financial advisors! I was hesitant to retire even though quite a bit past my " retirement age". After setting up a meeting with Jason and having him go through and explain our investments, I was totally satisfied I was able to retire with very little angst. We would be remiss if we didnt add that Synergy goes above and beyond taking care of just the financial aspect of retirement. Just today we attended a very informative luncheon seminar hosted by Synergy and presented by a representative of the Alzheimer Association - one of several such gatherings on other topics of interest to retirees they host throughout the year. Do yourself a favor and check this company out if you need financial guidance. No pressure at all and Jason (in addition to his very pleasant and able staff) made our investment picture so easy to understand. You wont be sorry!