Synergy Financial Services has been serving the Fox Valley Area for over 15 years. Our mission at Synergy Financial Services is to provide value-added services to our clients by assisting them in making educated, intelligent financial decisions in order to realize their financial and life goals. Synergy Financial Services is committed to providing timely, accurate and trusted professional tax, accounting and financial services to support management and personal decision-making. We can help you reach your goals through sound financial guidance, accounting management and strategic tax planning. Our growth has been achieved mostly through client internal growth and new business referrals. We hope to have the opportunity to grow with you soon. We provide the following services:
Tax Planning and Return Preparation
Small Business Accounting and Support of Quickbooks Products
Wealth Planning and Asset Management services
*Securities America and its associates do not provide tax advice.