Zynergy Retirement Planning
The success of a financial planner should be based on the success of his or her clients, not the number of financial products sold. This is why Zynergy does not accept any referral fees, commissions or third-party kick-backs. All revenues earned within Zynergy come from our members based on an agreed upon fee. This ensures that members receive advice that is unbiased and in their best interests. You are our number one priority!
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Sentiment Analysis
Because of Zynergy Retirement Planning, my wife and I feeling secure in our retirement.
Their structured approach to investing and protecting your money is so carefully thought out and the constant communication and educating they extend to their clients is so comforting, giving you such a piece of mind.
I use them for my own retirement planning and love the honesty and thinking about what retirement means for you.
The entire Zynergy team understands customer experience better than any others I’ve encountered in the field and have great empathy for clients and the community they serve.
Lauren is my personal advisor and I have found her to be compassionate and understanding with a very good memory regarding previous conversations...
The Zynergy team is professional, proactive and responsive.
I always love attending the Zynergy Retirement annual dinner to learn how they help retirees truly make the most of their retirements!
Lauren has been patient, and, more importantly, knowledgeable in how to divide my investments in a way that makes me comfortable, taking into account my non aggressive mindset while at the same time encouraging me to diversify my portfolio to best suit my needs.
They were both active volunteers in the non-profit organization I led and in working with them throughout those years I was grateful for the integrity, dependability and conscientiousness they applied in every aspect of their responsibilities.
Ryan and Lauren have been wonderful to work with and we truly appreciate their expertise and professionalism.
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