Zynergy Retirement Planning

Zynergy Retirement Planning (CRD# 143861) is a financial advisory firm headquartered in Red Bank, NJ. They manage $131,013,995 in 596 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $219,822
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
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Zynergy Retirement Planning
Showing 1 - 4 of 4 top financial advisors.
1
William F. Gallagher
CRD#: 4520337
10 Nj-35, Red Bank, NJ 07701

William Gallagher (CRD# 4520337) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has over 20 years of experience in the finance industry. William Gallagher 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.

2
Ryan P. Zacharczyk
CRD#: 4587387
10 Nj-35, Red Bank, NJ 07701

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.

3
Grace E. Gallagher
CRD#: 7819348
10 Nj-35, Red Bank, NJ 07701

Grace Gallagher (CRD# 7819348) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has 1 year of experience in the finance industry.

4
Michela Zacharczyk
CRD#: 7819349
10 Nj-35, Red Bank, NJ 07701

Michela Zacharczyk (CRD# 7819349) is an Investment Advisor Representative working at Zynergy Retirement Planning in Red Bank, NJ and has 1 year of experience in the finance industry.

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