SYNERGY ASSET MANAGEMENT
Updated 60 days ago
13231 S.E. 36th Street { Suite 215 } Bellevue, WA 98006
Synergy Asset Management, LLC ("Company") (SAM) is an SEC registered investment advisor located in Bellevue, Washington. The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements...
We are registered investment advisors through Synergy Asset Management, LLC and licensed real estate brokers through Synergy Mergers and Acquisitions. Members of our company hold the Certified Financial Planner (CFP®) designation as well as certifications from other professional fields of study. We are in a unique position to offer both real estate and investment advice to help clients make sound real estate buying and selling decisions in the best interests of their long-term financial future.
Also known as: Synergy 1031, Synergy Asset Management, LLC