746 E. Winchester Suite 150 Murray, UT 84107

info@synergyfa.com

Home
About Us
Blog
Tools & Resources
Client Portal
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (801) 352-6005

Fax: (801) 352-6007

746 E. Winchester

Suite 150

Murray, UT 84107

info@synergyfa.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Securities America, Inc., A Registered Broker/Dealer, Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. Wesley Shields, J. Scott Simpson, Mary Ann Gubler, and Christy Roe, Representatives. Synergy Financial Advisors and Securities America are not affiliated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, GA, IA, ID, IL, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OR, SC, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.