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

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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:
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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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This advisor has a clean track record with regulators.

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