Financial Synergy

Financial Synergy, Inc. is a registered investment advisor and licensed tax preparer based in Champaign, IL. With over 30 years of experience, they offer personalized financial consulting and tax preparation services to individuals, small businesses, and licensed advisors and their clients. Their team approach and commitment to continuing education ensure that they are well-equipped to answer any tax, financial, and strategic planning questions.

Founded in 1992, Financial Synergy strives to create a pleasant and honest environment for their clients, working together to identify past financial decisions and develop strategies to achieve their objectives and dreams. With a flexible and efficient master plan, they provide comprehensive solutions that can help clients navigate the complexities of the financial services arena and reach their destinations throughout their lives.

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