Synergy Wealth Solutions
Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures:
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Verified contacts
149
available on Kipplo
LinkedIn employees
162
51 to 200 range
Open roles
—
no listings
Distinct roles
57
indexed titles
Tech stack
0
tools in use
Monthly traffic
623
organic / mo
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Decision-makers and verified team members
149 contacts with verified email or phone · masked until revealed.
- CB
Carrie Bischof
Recruiting Director · Human Resources
EmailPhone - GB
Greg Brockmeier
Brokerage Director · General Business & Management
EmailPhone - KO
Kimberly Oshea
Director of New Business Bookkeeper · Finance & Accounting
EmailPhone - LN
Luke Niemeyer
Managing Director · General Business & Management
EmailPhone - PC
Patrick Cameron
New Business Director · Sales & Business Development
EmailPhone - KW
Kirk Wilson
Wealth Manager · Finance & Accounting
EmailPhone - NG
Nathan Gregg
Financial Planning Coordinator Business Manager · General Business & Management
EmailPhone - RC
Ron Coulson
Agency Supervisory Officer · General Business & Management
EmailPhone - TR
Tyler Roberts
Sales Manager · Sales & Business Development
EmailPhone
Showing 9 of 149 verified contacts
Top roles at Synergy Wealth Solutions
57 distinct titles indexed · top 10 shown.
- 23financial services professional
- 21financial professional
- 20financial advisor
- 6financial planner
- 6financial representative
- 5financial services representative
- 2director of development
- 2executive assistant
- 2financial executive
- 2financial representative chief development officer (cdo)
- +47more titles
Sign up to unlock all 149 contacts at Synergy Wealth Solutions
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Sign up to reveal 149 verified contacts at Synergy Wealth Solutions
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