When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind.
In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces to you the team behind the scenes that are committed to helping you create your financial plan.
In this episode, you will learn:
- The role the service team plays in the office functions
- How Synergy Capital Solutions creates a seamless experience between client and advisor
- Who tracks and monitors your accounts on a regular basis
- Why it’s important to have a trusted team on your side
- And more!
From scheduling and marketing, to client concierge, tune in as David, Norton, Lisa, Anne and Jeff give you insight into the office breakdown!