Douglas Bellfy, financial advisor S Glastonbury  CT
100 score

Douglas Bellfy

Synergy Financial Planning

CRD Number: 6311083
Current Firm: Garrett Investment Advisors, LLC
Compensation Model: Fee Only

Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts.

 

 We offer advice and guidance in a broad range of financial planning areas, which include:

* Retirement planning and lifestyle projections 
* Spending in retirement
* College funding
* Getting out of debt/Budgeting
* Risk Analysis (Insurance) 
* Investment advice and portfolio design 
* Tax efficient investing 
* Second opinions
* Planning for early retirement 
* Financial planning after the loss of a spouse

CONTACT
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Professional Designations
Company Name Location Dates Years
Garrett Investment Advisors, LLC South Glastonbury, CT Mar 2014 - Current 4
Canberra Industries Inc. Meriden, CT Jan 2007 - Mar 2017 10
Saint Gobain Performance Plastics Akron, OH Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Douglas N. Bellfy
Phone Number: (860) 430-1808
Advisor Website: https://synergy-fp.com/
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $247,311
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AR, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, ND, NY, OH, OR, PA, TX

Firm Disclaimer:

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor.  Tel: (910) FEE-ONLY. Synergy Financial Planning may offer investment advisory services in the State of Connecticut  and in other jurisdictions where exempted.

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BADGES
100
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Clean Record
This advisor has a clean track record with regulators.

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