Synergy Wealth Solutions readjusted the retirement plan for Matt Westphal after she returned to work and the money is coming in again.
Published
Signal category
People
Quote
“She's back working again now and we've readjusted the plan.”
— Matt Westphal, RICP®|Synergy Wealth Solutions team
Company
Synergy Wealth Solutions
Integrated Solutions for an Inspired Life
- Industry
- Financial Services
- Location
- Chesterfield, US
- Company size
- 177 employees
Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses
Founded 2017