Synergy Wealth Alliance
Insurance,
Investing,
Financial AdvisingHours:
1060 Maitland Center Commons Blvd #365, Maitland FL 32751 Hours
About Synergy Wealth Alliance
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC (finra.org/sipc.org). The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NY, NC, ND, OH, OK, PA, TN, TX, VT, VA, WA, WV, WI. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Most Recent Reviews
January 2025
As a long time client I have been very pleased. Informative with proactive service.
December 2024
Incredible team at Merit Wealth Advisors! Our entire family have been guided to comfortable retirement savings for over 20 years now. David Schlitt and his team have made us feel comfortable to discuss everything financial growth. They are trustworthy and I would (I have) recommend/ed them to anyone happily.
October 2024
Honest, transparent, and attentive. They are thorough and knowledgeable with financial planning. They both bring new ideas as well as listen to your preferences. Highly recommend!
More Comments(11)
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