View Synergy Financial Partners, LLC Form CRS
Skip to main content
Synergy Financial Partners, LLC
  • Home
  • About Us
    • Our Mission Statement
    • Our Firm
    • Meet Our Team
      • Robert G. Fillmore
      • Philip L. Jacobson
      • Richard Levine
      • James J. Person
  • Our Services
  • Resources
    • Calculators
    • Flipbooks
    • Newsletters
    • Market Watch
      • Detailed Quotes
      • Symbol Lookup
      • Multi Quote
      • Markets at a Glance
      • Charting
    • Articles
    • Glossary
    • Tax Library
  • Client Login
    • Fidelity Account Login
    • LPL Account Login
    • One Wealth Life Login
  • Contact Us

Synergy Financial Partners, LLC

Printed from: www.sfpdenver.com

LPL Financial Form CRS

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Synergy Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

  • Site Map