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Synergy Independent Financial Solutions

Synergy is an independent financial planning firm assisting families throughout the retirement journey.

Insurance
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Headquarters
Houston, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2009Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
13 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Synergy Independent Financial Solutions do?

The firm’s planning process incorporates insurance, legal, and accounting needs alongside investments.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Comprehensive financial lifestyle planning

The firm develops, implements, and monitors investment and retirement strategies.

Source: LinkedIn company description · Retrieved October 13, 2026

Legacy, estate, and philanthropy planning

The firm offers legacy, estate, and philanthropy planning.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWSynergy Independent Financial Solutions listed #13 on Endowment management consulting firms, September 27, 2026Open the published source list.
Synergy Independent Financial Solutions

#13 Endowment management consulting firms

Snapshot: September 27, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 15, 2026, September 18, 2026, September 19, 2026, September 21, 2026, September 27, 2026, September 29, 2026 and October 10, 2026. How the company lists are built.

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