Keywords: establishment,finance,point_of_interest

Synergy Group Inc - White Oak (PA)

Address: 🏡 1967 Lincoln Way, White Oak, PA 15131

Phone : +1

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJS-odQwfmNIgRO9CgYWIXGfk

Where is Synergy Group Inc 🏡?
1967 Lincoln Way, White Oak, PA 15131
What Clients Are Saying about Synergy Group Inc (on GG)

5 /5 Jay Harrison: Roy, Jason and their team are fantastic to work with. Everyone is courteous, respectful and professional. Their personal approach to creating a firm financial foundation removes the stress of planning for retirement. We highly recommend them to anyone concerned about their financial future.

5 /5 David Hillstrom: I have worked with Jason and Steve for the last 6 years. Mine might not be the biggest of accounts with Synergy, but I am very happy with my returns. Im rolling over my investment with Synergy to a new investment - after a very favorable return on my initial investment. I highly recomend!

5 /5 mb prickett: Ive attended 2 of Synergys retirement seminars & my hubby & I sat down with Jason to discuss our future plans. After our visit, both of us left with a feeling of safety, security & financial preparedness. Jason did a great job fitting exactly what we needed into the seminar & then personally answered our individual questions & assessments in the office. We are extremely happy & intend on continuing a partnership with Jason & Synergy for a bright retirement!

5 /5 Mary Staller: I find everyone at The Synergy Group to be professional and courteous at all times. I had the fortune to find Roy, Jason and team about 6 or 7 years ago and by working with them I was able to retire this past spring at 61 years old. My previous financial team told me I had to work till at least 65, maybe 67. I am enjoying retirement and am grateful that Synergy helped me achieve my goals. I highly recommend them to anyone whos unhappy with their current advisors or who has never considered advisors.

5 /5 Debbie Miller: We are so happy my sister recommended Synergy to us as financial advisors! I was hesitant to retire even though quite a bit past my " retirement age". After setting up a meeting with Jason and having him go through and explain our investments, I was totally satisfied I was able to retire with very little angst. We would be remiss if we didnt add that Synergy goes above and beyond taking care of just the financial aspect of retirement. Just today we attended a very informative luncheon seminar hosted by Synergy and presented by a representative of the Alzheimer Association - one of several such gatherings on other topics of interest to retirees they host throughout the year. Do yourself a favor and check this company out if you need financial guidance. No pressure at all and Jason (in addition to his very pleasant and able staff) made our investment picture so easy to understand. You wont be sorry!
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJS-odQwfmNIgRO9CgYWIXGfk

Others Near White Oak,PA

Pat Taylor: The employee was rude from the time we signed in until we left. She never smiled and had no compassion for our situation. She gave the impression that she really didnt want to help. I had 2 special needs young men with me. She also threatened to call the police if we didnt leave because she was upset that I told her she was rude.

Paydays Payroll Company - McKeesport

B Moore: The best service I could have asked for regarding for all my business and personal tax needs. Amy and Darlene are always available to me for questions regarding payroll. Wayne is very knowledgeable and patient with all my business related tax questions. I highly recommend them.

Professional Mortgage Connection LLC - McKeesport

Mariner Finance - Irwin

Tina Callahan: Wonderful people there amazing helped me deal with a personal issue really fast removing stress.in 1 day. I would recommend Mariner.

PNC Bank - McKeesport

Char W: I was depositing cash money into the drive thru atm when the machine malfunctioned and ate my money. I went to the branch to get this resolved and they told me that I would have to contact my bank. They would not be able to look at the tapes or balance to atm to see if there was an overage. Its PNCs crappy ATM. They should be able pull the video to see what happened and reimburse me right then and there.

Divergent Capital - East McKeesport

Mariner Finance - Pittsburgh

Ed Strauss: Paige made the experience smooth as could be. She was extremely helpful and answered every question I could come up with. Would definitely recommend them any time you need a quick loan.

Jackson Hewitt Tax Service - McKeesport

Marilyn Bevington: Sally was very thorough while doing my taxes. Felicia didnt have any clients at the time so she came over and helped, too. Not only did that make me feel like a valued customer, but it also showed me how strong the teamwork is in this office. I am a repeat customer and always have a pleasant experience here.

ACE Cash Express - McKeesport

Myles Gilliom: Steph was amazing and she is very kind I would recommend anybody to come to this ace because she is the best !

Golden Triangle Financial Services - North Versailles Township