Let Our Certified Financial Advisors Help You Live Out Your Retirement Dreams
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Meet Scott Stooksbury
PRESIDENT AND FOUNDER
Scott Stooksbury is the president and founder of Synergy Wealth Management, an independent, full-service financial planning firm providing clients with tailored retirement income strategies. Scott has worked in a variety of industry positions including investment banking and brokerages during his more than 20 year career, and uses his extensive industry experience to provide clients with the independent, unfiltered guidance they desire.
Committed to transparency, accessibility and communication, Scott works diligently to be a resource for his clients. He listens attentively to clients’ personal and financial situations, as well as their wants and dreams, before providing objective guidance, and has done such a good job meeting and exceeding clients’ needs that he has been featured on CBS, FOX, NBC and ABC. […]
If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?
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As Seen On
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Our Mission
Our mission is to help our clients make smart investment and financial decisions
Educational Workshops
Gain Financial Intelligence. Attend an educational workshop.
Services Offered
Synergy Wealth Management specializes in these Financial & Insurance products.
Phone (678) 778-5331
Investment advisory services offered through Assured Retirement Financial Group, DBA CFG Retirement Inc. a Registered Investment Advisor in the state of Minnesota. Insurance products and services are offered through CFG Retirement, Inc. Assured Retirement Financial Group, Inc. and CFG Retirement, Inc. are affiliated companies.