CSP

Capital Synergy Partners® is a full service broker dealer and registered investment advisor built by successful Life Insurance professionals and financial advisors to enhance the practices of established, independent, like-minded professionals. Our financial advisors are independent, professional business owners focused on helping their clients achieve their financial and life goals... Our clients are established, successful advisors. CSP fiercely values their independence, their client relationships, and their integrity. Advisors choose us so that they can focus on their strengths, while we strengthen their offering.

Also known as: Capital Synergy Partners®

Primary location: Irvine United States