Synergy Financial is committed to the protection of your confidential personal information. We will not release our client list or any personal information about our clientele. The information that is provided to our firm remains confidential and will be used only by our staff and our financial affiliates. These financial affiliates will only be used with the client’s authorization and these may include but are not limited to, broker/dealers, insurance companies, banks, and accountants.

Your personal information will never be disclosed to any third party and will be used only by our advisors to perform a detailed analysis for your financial strategy.

Your personal financial information will not be gathered nor kept online. That information will be traded in person or using secure measures.

Please be advised that the use of the internet is not a fully secure system and while we accept non-financial data through email as well as questions, we cannot guarantee the confidentiality of information that is sent via email. We strongly discourage you from sending any private or confidential information in an email.