At The Synergy Group Our Sole focus is
Your Retirement!

Synergy is an independent 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.

The Synergy Group Story Video

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Synergy Financial Group

A Word from 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.”

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We help create sound retirement strategies for the days ahead.

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

Retirement Planning Services

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

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The “Laux on Your Retirement” Radio Show

Listen to your trusted retirement planners weekly on the radio!

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Upcoming Seminars and Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor Securities offered through GF Investment Services LLC, 501 N Cattlemen Rd #106, Sarasota, FL 34232.

Securities offered through GF Investment Services LLC, 2080 Ringling Blvd. 3rd floor Sarasota, Fl. 34237. Member FINRA/SIPC.