Synergos Advisory LLC
Direct: 206-800-8056
plannow@synergosadvice.com
1700 Westlake Ave N
Suite 200
Seattle, WA 98109
800 Bellevue Way NE
Bellevue, WA 98004
8201 164th Ave NE
Redmond, WA 98052
Mailing Address
508 Yale Avenue North
PMB 363
Seattle, WA 98109
During our meeting, together we will discuss your goals, aspirations, and concerns. You will also have the opportunity to ask questions about Synergos and our services. If there’s a good fit with the services we offer and what you are looking for, we will give you an online tour of the:
- Financial planning process,
- Collaborative tools we use with our clients, and
- Sample financial plan.
These will give you a concrete idea of what it’s like to work with Synergos and what you can expect if you decide to move forward with the financial planning process.
To schedule a consultation, select a day and time below.