Financial Synergies Wealth Advisors

4.7 8 Reviews

Employees

1 - 10

Annual Revenue

Undisclosed

Hourly Rate

Undisclosed

Financial Synergies Wealth Advisors is an independent, fiduciary advisor and they have the freedom to develop your financial plan and investment strategy without conflicts of interest. They are a fee-only financial advisor based in Houston, Texas and they specialize in wealth management servicesluding comPrehensive financial planning and investment management.

Houston,tx
Service Focus
Service Lines
4%
31%
13%
10%
27%
14%
Financial Planning
Asset Management
Financial Advisory
Budget Management
Retirement
Other
Industry Focus
20%
43%
27%
10%
Families
Adults
Elderly
High Net Worth
Photos
Verified Reviews
4.7
8 Reviews
4.7

Thank you Financial Synergies! Will be recommending.

BW

Bradley Wilson

4.7

Thank you to Mike Minter And the rest of the staffs at financial synergies for educating us and assisting us with our Financial stability for now and for our future and our children’s futures. Financial Synergies abundance of knowledge and expertise made us feel like they are focusing on us and they are committed to achieve and meet our financial goals. We highly recommend Financial Synergies to All. Again thank you Mike And everyone like Marie Heath Bryan Will and Mike

c

christle68

4.7

Financial Synergies is a wealth of knowledge, information, and guidance. Working with their advisers has been extremely helpful as my family and I look towards the future. Our adviser takes the time to sit down with us and review our portfolio, takes calls or schedules meetings when I get nervous about the market, and always keeps my best interest in mind when advising me on investment strategies. It's so great to know my financial future is in good hands!

HC

Holly Coffey

4.7

Top-notch company and team!

JW

Jeremiah Wooten

4.7

My experience with Financial Synergies has been great over the past couple years. I've worked with several financial advisors in the past, and no one has done a better job at working with me and my family to ensure that we're on the right path. Highly recommend them!

JM

Josh Means

4.7

I highly recommend Financial Synergies Wealth Advisors. My interactions with the staff and Advisors is always handled professionally and timely. My wife and I find comfort knowing that the team at Financial Synergies have our best interest in mind.

MK

Michael Kuehnle

4.7

I highly recommend Financial Synergies Wealth Advisors. I am very pleased with their service and attention to my personal financial goals.

NB

Nic Bench

4.7

I called and asked some questions the young lady answered the phone sounded like a little girl and she was very condescending . If this their first point of contact and management lets act as such. How do they treat their customers ?? I am not taking a chance on them .

rc

roy castorena