Financial Synergy, Inc.
Financial Synergy, Inc. (CRD# 122622) is a financial advisory firm headquartered in Champaign, IL. They manage $3,500,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$318,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Marrone (CRD# 1354715) is an Investment Advisor Representative working at Financial Synergy, Inc. in Champaign, IL and has over 29 years of experience in the finance industry.