Synergy Capital Management

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General Info

Located in beautiful Atlanta, Georgia, Synergy Capital Management, LLC provides investment management, comprehensive financial planning and financial consulting services. Whether you need assistance with planning for retirement, your investment portfolio, funding for your children’s education, reducing your taxes, insurance or estate planning advice, or are a business entity interested in setting up a retirement plan for yourself/employees, we are committed to providing the best possible guidance to help you to navigate through the myriad of options. Carl J. Macko, president and founding principle of Synergy Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Investment Advisor in the State of Georgia. Mr. Macko believes that the essence of sound financial planning and investment management is in building long-term, client-centered relationships. Through a sincere interest in getting to know you and listening to your specific needs and goals, we are dedicated to providing you personal attention, foreseeing a life-long relationship to help our clients improve the quality of their lives. The result is a commitment to personalized service and communication and a relationship that will last for years to come. We show our honesty and integrity by putting your interests first –always and with no exceptions. Synergy Capital Management, LLC separates itself by doing business on a “Fee-Only” basis, which means our fees are paid directly by you. We do not receive any commissions or kickbacks from third parties; therefore, our independence assures absolutely no conflict of interest.

Email

Email Business

Extra Phones

Fax: (404) 745-8939

Services/Products

• Comprehensive financial planning • Financial Consulting • Investment Management • Individual Portfolio Management • Risk Management • Retirement Planning • Estate Planning • Tax Planning • Education/College Planning • Executive Compensation Planning • Business Succession Consulting • Business Continuation Planning • Small Business Retirement Plans • Employee Benefits • Asset Protection Planning • Charitable Giving

Payment method

check, financing available

Amenities

• Financial management Atlanta • Wealth and asset management • Professional financial advisor services • Retirement and estate planning • Finance and investing CFA Atlanta

Accreditation

Masters of Business Administration

Certified Financial Planner

Registered Investment Advisor

Associations

Certified Financial Planner Masters of Business Administration Registered Investment Advisor

Other Link

http://www.synergycapitalmanagement.com

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Retirement Planning Services

Reviews

Details

Phone: (404) 804-1889

Address: 1788 Hickory Rd, Atlanta, GA 30341

Website: http://www.synergycapitalmanagement.com