Summary

Synergy Financial Group

Founded in 2004

Description

SFGServices Our customized programs are designed to potentially grow and help conserve our clients wealth by delivering an unprecedented level

Strengths

  • Synergy Financial Group has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Synergy Financial Group was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • N/A

Annual Revenue

Synergy Financial Group's annual revenue

$1360000

Based on Kona Equity data

  • Revenue per employee

    $194286

  • Variance of revenue growth

    0.17

  • Annual revenue growth since founding

    $431833

  • Revenue growth rate from first known quarter to current

    49.5%

Employee Count

7 employees

  • Employee growth rate from first known quarter to current

    34.6%

Executives

Clay Mcnally

Financial Consultant

c**@synergyfinancialgrp.com

Lawrence Leitch

CEO

l**@synergyfinancialgrp.com

George Vandyke

Investment Advisor & Representative

g**@synergyfinancialgrp.com

Bill Cka

Partner

b**@synergyfinancialgrp.com

Michael Crabb

Financial Consultant

m**@synergyfinancialgrp.com

Christina Horchar

Chief Operating Officer

c**@synergyfinancialgrp.com

Biff Hearn

President

b**@synergyfinancialgrp.com

Anna Fink

Financial Consultant

a**@synergyfinancialgrp.com

Bailey Sager

Administrative Assistant

b**@synergyfinancialgrp.com

Timothy Carne

Investment Consultant

t**@synergyfinancialgrp.com

Gregory Vermeulen

Financial Advisor

g**@synergyfinancialgrp.com

James Ellis

Member

j**@synergyfinancialgrp.com

Bill Swartz

Online Community

b**@synergyfinancialgrp.com

Adam Ariosa

Financial Advisor

a**@synergyfinancialgrp.com

Kenneth Pegher

Manager, Branch Operations

k**@synergyfinancialgrp.com

Catherine Sciarrino

Manager, Operations

c**@synergyfinancialgrp.com

Pamela Monetti

President

p**@synergyfinancialgrp.com

Emily Nelson

Administrative Assistant

e**@synergyfinancialgrp.com

Matthew Kozak

Financial {Fa Advisor

m**@synergyfinancialgrp.com

Rachel Densmore

Bookkeeper

r**@synergyfinancialgrp.com

Samantha Nash

Financial Planning Support Specialist

s**@synergyfinancialgrp.com

Phone Management

Chief Executive Officer

p**@synergyfinancialgrp.com

G Score - 7

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    2.42 M

  • Page views per visitor

    2.0

  • Daily time

    -

Location

401 Washington Ave Fl 7 
Towson, MD  21204

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Synergy Financial Group.

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Frequently Asked Questions

Where is Synergy Financial Group located?

Synergy Financial Group's headquarters are located at 401 Washington Ave Fl 7  Towson, MD  21204.


What is Synergy Financial Group's official website?

Synergy Financial Group's official website is synergyfinancialgrp.com


What is Synergy Financial Group's revenue?

Synergy Financial Group's annual revenue is $1.4 M.


What is Synergy Financial Group's SIC code?

Synergy Financial Group's SIC: 62; 628


What is Synergy Financial Group's NAICS code?

Synergy Financial Group's NAICS: 52; 523.


How many employees does Synergy Financial Group's have?

Synergy Financial Group has 7 employees


What industry does Synergy Financial Group belong to?

Synergy Financial Group is in the industry of Financial services.

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