Synergy Financial Group

Timothy J Holly CFP is a financial planning firm based in Phoenix, AZ, offering personalized services to help clients achieve their financial goals. With a focus on comprehensive financial planning, Timothy J Holly CFP provides guidance on investments, retirement planning, and estate planning to assist individuals and families in securing their financial future. Generated from their business information

United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located throughout the United States. The company is registered with the Securities and Exchange Commission, a member of the National Association of Securities Dealers and The Securities Investment Protection Corporation. As a subsidiary of Pacific Life Insurance Company, United Planners is structured as a partnership and affiliated with Pacific Life Insurance select distributors. Pershing, one of the leading providers of comprehensive brokerage execution, clearance and investment products and services to financial organizations, has been working with United Planners since 1939. United Planners Financial Services is headquartered in Scottsdale, Ariz.

Zito Financial provides financial planning services to its clients. The company offers a range of services, such as financial planning, estate planning, tax services and insurance management. Located in Scottsdale, Ariz., it provides an array of products, such as annuities, stocks, bonds, mutual funds and exchange traded funds, among others. The company offers life insurance and long-term care insurance. Zito Financial serves the commercial and industrial businesses. The company is a member of Financial Industry Regulatory Authority (FINRA).