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May 2024 by Judi Crook
I am so excited about Bill as a financial planner. He has so much knowledge to share to help navigate all things finance. It's great to work with a professional who knows his craft so well. The amount of information can be overwhelming, but Bill helps to break it down so you can truly understand how to achieve the best financial position possible. And he is so kind and understanding, makes me feel like I am talking to a friend who has my best interests in mind.
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April 2024 by Gino Tramontelli
Bill Gallagher is an incredible financial advisor. He is always up-to-date with the latest legal developments and is incredibly knowledgeable about the financial products that will help you accomplish your retirement goals! HIGHLY RECOMMEND!!!
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June 2023 by Kelly Craig
Zynergy Retirement is people first! They take a holistic approach to retirement planning. They are trustworthy in even the most delicate or vulnerable situations. Highly recommend Ryan and Lauren.
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June 2021 by Mike Zwolinski
I’ve spent years trying to figure out the world of finance and investing on my own, and was left with nothing but frustration and doubt. After working with Ryan the last 7 years, I have peace of mind and financial results. The entire Zynergy team understands customer experience better than any others I’ve encountered in the field and have great empathy for clients and the community they serve. Communications are always timely, re-assuring and written in plain language to help make sense of a complicated world. They are trusted partners and professionals in every way and have helped me achieve more than I ever thought possible. Highly recommended!
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June 2021 by JMT Builders NJ
I use them for my own retirement planning and love the honesty and thinking about what retirement means for you.
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June 2021 by Donohue Mary
I can’t express enough how incredibly comfortable, confident and satisfied we have been with our financial future in the competent hands of Zynergy Retirement. Their knowledge, decisioning, professionalism and customer service is bar none and the ancillary services they extent to their clients is incredible. Their structured approach to investing and protecting your money is so carefully thought out and the constant communication and educating they extend to their clients is so comforting, giving you such a piece of mind. Making a decision on selecting a financial advisor isn’t an easy one but I can tell you with 1000% certainty that Zynergy Retirement is hands down the company you want to choose. I can guarantee you that you will not in any way, shape or form be disappointed, rather quite the opposite.
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June 2021 by Cory Dippold
Outstanding customer service and attention to detail. The Zynergy team is professional, proactive and responsive. Great to work with, highly recommended.
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June 2020 by Anne Stephens
I love this company because I am getting unbiased financial advice which is accurate and appropriate for my situation. Information is regularly sent to me regarding market changes and the impact it will have on my accounts. This is a small company, so everyone who works there knows me, and each person is considerate and caring. Lauren is my personal advisor and I have found her to be compassionate and understanding with a very good memory regarding previous conversations...things I'd completely forgotten! She is as concerned about my future as I am! I work a full time job so I find I'm calling in the evenings or on weekends, and she is always there to help me. Despite the recent market volatility, I feel that my finances are in the best place possible. I trust this company wholeheartedly!
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June 2020 by Barbara Herzfeld
I trust Ryan Zacharczyk and his team at Zynergy in the practical sense...plus he is a pleasure to work with. I know I can depend on him to do what is best for me now and in the future.
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June 2020 by Theresa Lilley
We first met Ryan Zacharczyk in 2008 when I was offered a 401K by my employer at the time. Ryan made an appointment with us, arrived a few minutes early and was impeccably dressed. Ryan then proceeded to put us at ease and guide us through the process of financial planning.Since that time, Ryan has assisted us with his expertise and we are now "Living the Dream" of financial stability in our retirement on the Gulf Coast of Florida.Ryan visited us in February to discuss our Year End Summary and our plans for the future. We highly recommend Zynergy Retirement Planning for all your financial needs-you will not be disappointed!
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June 2019 by Sean Tedesco
Zynergy has helped put my family on a path to financial success. They are very personable, professional and always available to assist / lead you toward your financial goals. As someone who has a good understanding of finance, I am fully confident in Ryan’s and Lauren’s insight and guidance. They are thorough in their financial reviews and always follow up to see if I have any questions.
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June 2019 by Robert Goldberg
Zynergy Retirement Planning has surpassed our expectations for personal retirement planning. In searching for a planner we met with several professionals who seemed guided only by computer programs and general norms. With Zynergy we found a truly personal approach designed to meet our specific needs and expectations. We have developed a total confidence in Ryan and Zynergy and look forward to a long lasting relationship that will carry us throughout our retirement years.
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June 2019 by Marilyn Weisser
I am a client of Zenergy Retirement. I have been working with the Zenergy Team since 2008. I have complete confidence in their abilities to handle all aspects of my retirement finances. The entire team is outstanding,friendly,caring, and helpful. They will do their absolute best to help you on your way to a financially sound future.Thank you,Marilyn R Weisser
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June 2019 by S W
I have been a client of the ZYNERGY Investment / Retirement Group from 2008 to present day. I have the utmost confidence and appreciation for their professionalism, caring and personal involvement with all my investments & retirement positions.I highly recommend the “ZYNERGYRETIREMENT Company” and all their staff to anyone with concerns for their investments, now and in the future.
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June 2019 by Robyn Pilar Klein-Rodriguez
We are very thankful to be working with the Zynergy Team. Ryan and Lauren have been wonderful to work with and we truly appreciate their expertise and professionalism.