Summary
Synergy Financial Group
Founded in 2004
Description
Welcome to SFG Services, a premier financial services company dedicated to helping clients achieve their financial goals through personalized, customized programs. Established in 2004, Synergy Financial Group is a complete financial services firm that ...
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
Annual Revenue
Synergy Financial Group's annual revenue
$1376000
Based on Kona Equity data
-
Revenue per employee
$137600
-
Variance of revenue growth
0.17
-
Annual revenue growth since founding
$68800
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Revenue growth rate from first known quarter to current
49.5%
Employee Count
10 employees
-
Employee growth rate from first known quarter to current
34.6%
Executives
Clay Mcnally
Financial Consultant
c**@synergyfinancialgrp.comLawrence Leitch
CEO
l**@synergyfinancialgrp.comGeorge Vandyke
Investment Advisor & Representative
g**@synergyfinancialgrp.comBill Cka
Partner
b**@synergyfinancialgrp.comMichael Crabb
Financial Consultant
m**@synergyfinancialgrp.comChristina Horchar
Chief Operating Officer
c**@synergyfinancialgrp.comBiff Hearn
President
b**@synergyfinancialgrp.comAnna Fink
Financial Consultant
a**@synergyfinancialgrp.comBailey Sager
Administrative Assistant
b**@synergyfinancialgrp.comTimothy Carne
Investment Consultant
t**@synergyfinancialgrp.comGregory Vermeulen
Financial Advisor
g**@synergyfinancialgrp.comJames Ellis
Member
j**@synergyfinancialgrp.comBill Swartz
Online Community
b**@synergyfinancialgrp.comAdam Ariosa
Financial Advisor
a**@synergyfinancialgrp.comKenneth Pegher
Manager, Branch Operations
k**@synergyfinancialgrp.comCatherine Sciarrino
Manager, Operations
c**@synergyfinancialgrp.comPamela Monetti
President
p**@synergyfinancialgrp.comEmily Nelson
Administrative Assistant
e**@synergyfinancialgrp.comMatthew Kozak
Financial {Fa Advisor
m**@synergyfinancialgrp.comRachel Densmore
Bookkeeper
r**@synergyfinancialgrp.comSamantha Nash
Financial Planning Support Specialist
s**@synergyfinancialgrp.comPhone Management
Chief Executive Officer
p**@synergyfinancialgrp.comG 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
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Page views per visitor
2.0
-
Daily time
-
Location
Unlock unlimited leads
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Key Information
- Name: Synergy Financial Group
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
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By City Towson Small Financial planner in Towson Mid-size Financial planner in Towson Investment management in Towson Small Investment management in Towson Mid-size Investment management in Towson
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By State MD Small companies in MD Investment management in MD Small Investment management in MD Mid-size Investment management in MD Small Financial planner in MD Mid-size Financial planner in MD
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial planner Small Financial planner Mid-size Financial planner Investment management and Financial planner
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Firmographic data G Score of 7 Founded in 2004 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Synergy Financial Group's headquarters are located at 401 Washington Ave Fl 7 Towson, MD 21204.
Synergy Financial Group's official website is synergyfinancialgrp.com
Synergy Financial Group's annual revenue is $1.4 M.
Synergy Financial Group's SIC: 62; 628
Synergy Financial Group's NAICS: 52; 523.
Synergy Financial Group has 10 employees
Synergy Financial Group is in the industry of Investment management.
