FINANCIAL SYNERGISTICS GROUP, INC.

Financial Synergistics Group, Inc. is a financial advisory firm dedicated to helping families live with no regrets. With more than five decades specializing...

Overview

Financial Synergistics Group, Inc. is a financial advisory firm dedicated to helping families live with no regrets. With more than five decades specializing in financial advisory services, the firm has served four generations of families and designed more than 15,000 cases customized to clients' unique goals and needs. A family centric firm, it uses its Pure Perspective process to empower generations to make astute financial decisions for their families and future, serving clients from coast to coast.

Website

financialsynergistics.com

linkedin.com/company/financial-synergistics-group-inc

General information

Location

Country

United States

City

Tustin

Principals

Brian Galey — Wealth Planning Specialist

J.T. Murphy — Wealth Planning Specialist

Karin Egan

ALMI, ACS — Director of Operations & Corporate Accountability

Katrin Hecht Bandhauer

MPA — Insurance & Retirement Planning Associate

Evette Smith — Client Services & Compliance Associate

Matthew Hudack — President

Sector focus

Families, individuals, and businesses

What investment strategy does Financial Synergistics Group, Inc. pursue?

The firm has not publicly described its investment strategy, asset-class focus, or sector preferences. No portfolio companies, deals, or co-investments are documented in public sources.

Where is Financial Synergistics Group, Inc. headquartered?

The firm's principal office location is not listed in any publicly available corporate directory, regulatory filing, or business database. The city and country of headquarters are unknown.

Does Financial Synergistics Group, Inc. have any publicly affiliated organizations?

No philanthropic foundations, real-asset arms, operating businesses, or membership organizations (e.g., Tiger 21, YPO) are linked to the firm in any available public record.

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