Douglas Bellfy
CRD Number: 6311083
Current Firm: Cgn 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
CRD# 1058721
Stifel, Nicolaus & Company, Incorporated
CRD# 4934283
Raymond James Financial Services Advisors, Inc.
CRD# 2830832
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cgn Advisors, LLC | Windsor, CT | Mar 2014 - Current | 10 |
| Canberra Industries Inc. | Meriden, CT | Jan 2007 - Mar 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- CT
- NH
- TX
-
Total Assets Under Management1,135MILLIONS
-
Total Number of Accounts3,627ACCOUNTS
-
Average Account Value$312,991
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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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