Synergy Group

“Our mission is to enhance the lives of our clients by providing retirement solutions that help add predictability to an unpredictable financial world."


Voted In Pittsburgh Magazine as a 5 Star Wealth Manager for 2010-2013

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

At Synergy Group our sole focus is YOU.

Synergy Financial Services is a retirement focused financial firm serving clients throughout western Pennsylvania and the Pittsburgh region.  Founded in 1988, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.  As a family owned and operated firm, we are honored to extend those family ties to our clients. 

We understand how important it is for you to be able to trust your financial professional. It's important to have a trusted professional you can count on to provide you with accurate and helpful information.

Synergy Financial can be that professional you trust. We are experienced, responsive and understand your need for integrity and transparency.

We help create sound financial strategies for the days ahead.

To schedule a time to discuss your financial future with no pressure or obligation, contact us at info@synergygroupinc.com or call us at 800-321-SYNERGY today! 

By contacting us you may be offered insurance and/or investment products for sale.