Coming soon: 401(k) Insight: Getting to “Retired!”
September 15, 2014
We’re excited to announce that our next book 401(k) Insight: Getting to “Retired!” is coming out soon. Co-authored by 401(k) experts Joseph M. Maas and John A. Flavin of Synergetic Finance, the second in the…
Financial & Investment Expert Joseph M. Maas Publishes First Book, Exit Insight: Getting to "Sold!"
May 1, 2014
Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and Investment Advisor with Seattle-based Synergy Financial Management, LLC, has published his first book, Exit Insight: Getting to “Sold!” Active for…
Synergy Principal and Investment Advisor John Angelo Flavin Earns Accredited Investment Fiduciary® Designation
November 8, 2013
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation. Flavin earned the AIF® designation after completing substantial pre-requisites…
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October 18, 2013
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3 Steps to Maximizing Your Business Value
April 23, 2013
Maximizing your business value is easy to envision, but may be difficult to implement and accomplish. It is important to know where you are starting from in order to take the correct steps to increase…
Ben Melton joins the Synergetic team!
March 30, 2013
We are excited to announce that Benjamin “Ben” Melton has joined the Synergy Financial Management team as a financial planning and relationship manager. Ben will work with our other team members to ensure that financial…
Synergetic Financial Management Adds Katie Vercio To Team
January 7, 2013
NEWS RELEASE – January 3, 2012 Seattle-based Synergetic Financial Management, LLC has added Katie Vercio, a financial planning and investment analyst, to its experienced team of wealth managers and business consultants. Vercio supports the company’s…
Synergy Welcomes Aleks Goncharova!
December 20, 2011
Synergetic Finance wants to welcome Aleksandra V. Goncharova to our team! Aleks is a Financial Consultant and Portfolio Analyst for Synergy Financial Management. Serving as a relationship manager, Aleks works with new and existing clients…