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Synergy Wealth Solutions

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Great culture - Financial Planner Synergy Wealth Solutions Employee Review

4.0
Jul 19, 2025
Recommend
CEO approval
Business outlook

Pros

Great culture, people, work environment, free to do whatever you want as you run your own business

Cons

Few leads to help get started. If you have a small network it is tough to get your business of the ground

Explore other reviews about Synergy Wealth Solutions

5.0
Sep 16, 2025
Recommend
CEO approval
Business outlook

Pros

The entire firm is supportive with growth and education.

Cons

No cons to comment on

3.0
Sep 27, 2024
Recommend
CEO approval
Business outlook

Pros

- Ability to grow a very profitable business. Their compensation models highly favor the bigger producers. If you're an experienced agent from another firm I think Synergy is a great place to be at. - Great CEO and leadership team - Training is okay, you'll really only learn by working with experienced advisors.

Cons

- No leads are provided, everything is dependent on your natural market and current relationships / clients. - You're required to sell Massmutual insurance or Annuities - They're technically a broker dealer, but you're heavily incentivized and even required to sell some massmutual products to uphold your contract.

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