Web Resources
- Synergy Financial Services Client Portal
- Securities America Advisors, Inc
- SEI Portfolio Access
- Managed Opportunities Platform
- Money Guide Pro SMART Portal
- First Insurance Group
- Illinois Department of Employment Security
- Illinois Department of Revenue
- Internal Revenue Service
- FINRA
- SIPC
- FORM CRS - CUSTOMER RELATIONSHIP SUMMARY
- BROKER- DEALER FIRM BROCHURE
DISCLOSURE:
At certain places on this Synergy Financial Services Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Synergy Financial Services. Synergy Financial Services/Securities America does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Synergy Financial Services.