Marx, Bernard H Agt

Synergy Life Brokerage is a leading insurance brokerage firm based in New York, NY, specializing in life insurance, advanced planning, and capital markets. With a comprehensive range of services and resources, they offer e-applications and licensing, online quoting tools, essential forms libraries, underwriting tools, and marketing assistance, all in one convenient place. Regis Financial Partners, LLC, the parent company of Synergy Life Brokerage, is dedicated to providing unsurpassed results in the insurance and advance planning industry. Their team of experts is committed to staying up-to-date with essential new developments, ensuring clients receive the most comprehensive and tailored solutions for their needs.Generated from the website

Creative Planning Strategies is a New York-based company that focuses on delivering innovative solutions and strategies tailored to meet the needs of its clients. The firm is dedicated to ensuring accessibility and user-friendly experiences, emphasizing the importance of enabling Javascript to enhance website functionality. Founded in 2025, Creative Planning Strategies prioritizes a comprehensive understanding of client goals and challenges. Their commitment to excellence and accessibility reflects their mission to provide top-notch strategic planning services. Generated from the website