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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

WE SIMPLIFY THE COMPLEX TO MAKE YOUR FINANCES WORK FOR YOU

What We Do

Planning & Managing Retirement

Investment Management

Tax Planning

Leaving a Legacy
(Estate Planning)

Protecting What’s Important

<br /><br />Synergy Financial Advisors



Synergy Financial Advisors

is an independent Financial Planning and Investment Management firm located in Midvale, Utah that caters to individuals interested in making their finances work for them instead of the other way around.

Meet Our Team

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