Synergy Group

Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600 offices in over 30 countries. The firm provides wealth management, brokerage, and sales and trading services. It offers advisory and consulting services related to debt financing, equity underwriting, and mergers and acquisitions. The firm provides a variety of investment-related products that includes stocks, bonds, mutual funds and annuities. Morgan Stanley also offers various financing products and credit and lending services. The firm provides research reports and analysis of various companies, industries, markets and world economies. It additionally offers multi-asset class solutions and portfolio assessment services. The firm conducts charitable events and supports several educational institutions, medical centers and community organizations. Morgan Stanley is headquartered in New York City and maintains offices in Pittsburgh.

Helping you and your family with what's important Welcome, we are a team of financial professionals with families just like yours We have young children, grandchildren and college students, parents and grandparents. We understand that a financial plan should be about helping you and your family reach the family's goals, not just some number. We understand that you have goals and that finances are only part of the equation to reaching those goals. We work with you to get you there by preparing BenchMarks to guide us over time. We are dedicated to bringing you honest answers about your situation so we can earn both your trust and your business. With our Accredited Investment Fiduciary designation we have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first. Our Services Include: Retirement Planning Financial Planning 401k Investment Advice Investment Consulting Education Planning We look forward to working with you through all stages of your life.

As a client driven Wealth Management Firm, we work in a Fiduciary capacity for our clients and provide them with highly personalized financial planning services. We guide our clients through all stages of their financial lives so as to increase their potential and reduce risk while addressing their goals. Service, Dedication and Passion are what drives us everyday for you, our client. Securities offered through first Allied Securities, Inc. a registered Broker/Dealer, Member FINRA/SICP. Advisory services offered through first Allied Advisory Services, Inc. a registered Investment Advisor. First Allied is under separate ownership from any other named entity.