Synergy Wealth Solutions

Objective and product agnostic!!! And they start with a relationship and customer first mindset.

Joe Heitkamp was a great Planner to work with and the entire team.

A recruiter for this company continues to call and get me to meet with someone here to move my practice. I told him multiple times I didnt want to meet and that I wasnt interested in leaving my current company. After the fifth or sixth time telling him I wasnt interested he insulted me and then hung up on me. Busch league professionalism at best.

Connor is a creep and you shouldn't do business with him

A member of this financial planning firm decided to solicit my business out of the blue by finding me on LinkedIn. When I told him that I did not require his services, he continued to press for my business and said he would be in touch. When I declined again, in admittedly a rude fashion as I wanted him to leave me alone, he called me a "kept woman". Extremely unhappy with the professionalism displayed at this company.

They call your office trying to sell a service (while at the same time denying the fact that they're selling you something) then hang up on you when you don't immediately give them the answers they want. Annoying