Zynergy Retirement Planning

Zynergy Retirement Planning (CRD# 143861) is a financial advisory firm headquartered in Red Bank, NJ. They manage $31,360,000 in 221 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $141,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Zynergy Retirement Planning
Showing 1 - 1 of 1 top financial advisors.
1
Ryan P. Zacharczyk
CRD#: 4587387
331 Newman Springs Rd., Bldg. 1, 4th Fl, Ste 143, Red Bank, NJ 07701
90
Wealthminder
score

Ryan Zacharczyk (CRD# 4587387) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has 1 year of experience in the finance industry. Ryan Zacharczyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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