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Synergy Insurance and Investments

  • Investment Service
  • Bastrop, TX
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About this business

FinanceInvestment Service

Your Future Is Our Focus Our team of advisers embraces a philosophy that focuses on Liquidity, Growth, and Tax Efficiency. Since we are a “Process” rather than “Product” company, we do not limit ourselves to any single company’s products to address our clients' futures. Instead, we are aligned with national providers so that we may select the most appropriate insurance and investment choices from 150-plus year old firms. Whether you’re starting your first job or contemplating retirement, our planning process can help clari... read more

Location details

971 Hwy 71 W, Bastrop, TX, 78602, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.03 reviews
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Mike Taylor's profile image
12 years ago

I interviewed several planning firms and this Insight seemed to truly want to understand my family’s goals and needs and not focus on how much money they could manage like the other firms did. I hired Insight last year to create a financial plan and wow did they provide me with a detailed and comprehensive plan that will help me with my retirement and investments. I can say enough about how this has help me understand my future. Thanks Insight 

Ken's profile image
13 years ago

Lincoln took the time to look at all of my financials to see whether I was ready for retirement. They gave me great advice on when would be the right time for me to retire with the most financial stability. 

Steve's profile image
13 years ago

I have been using this firm for my retirement planning for the past 3 years. They have assisted me in many ways. 

Frequently asked questions about Synergy Insurance and Investments

How is Synergy Insurance and Investments rated?

Synergy Insurance and Investments has a 5 star rating with 3 reviews. 

When is Synergy Insurance and Investments open?

Synergy Insurance and Investments is closed now. It will open on Monday at 8:00 a.m.