Offering comprehensive products and services is not overly difficult. However, providing ‘best in class’ products and services can prove to be quite challenging. Synergy Wealth Partners, LLP has chosen to create alliances with leaders in their respective areas of expertise to ultimately deliver this to its clients.
Miller Grossbard & Associates, P.C.
Miller Grossbard & Associates, P.C. is a multi-talented professional services firm providing integrated consulting, accounting and tax services to closely held, entrepreneurial businesses. They provide the accounting services to complement our non-accounting financial products and services. It creates a full-service relationship where the comprehensive goals and objectives of the client can be our sole focus.*
It is our goal to provide ‘best in class’ wealth management services as Investment Advisor Representatives of Synergy Investment Management, a dba of TFO-TDC, LLC. TFO-TDC, LLC, founded in Maumee, OH, is a nationally recognized wealth management firm, whose representatives have been ranked at the top of the list of independent advisors by both the Registered Rep and Barron’s**. They specialize in closely-held, family-owned corporations, focusing on wealth transfer, investment advisory, income and federal estate tax planning, as well as benefit plans for business owners and their employees.
*The accounting and tax services provided by Miller Grossbard & Associates, P.C. is not affiliated with or endorsed by TFO-TDC, LLC.
**Disclosure regarding Third Party Rankings
Third party ratings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by an adviser, or the amount of assets under management by the adviser. A more thorough disclosure of the criteria used in making these rankings is explained in the materials. It is important to recognize that the information provided is for informational purposes only and in no way is intended to be viewed as any guarantee of investment performance results. This ranking was of Mr. Cleves Delp during his role as an Investment Advisor Representative and Registered Representative of LPL Financial and was obtained in 2007 and 2009. Mr. Delp was not affiliated with TFO-TDC, LLC during the period of time of this ranking. As such, this ranking was not received and should not be attributed to TFO-TDC, LLC. TFO-TDC, LLC is unaffiliated with LPL Financial. Mr. Delp is currently the Managing Member of TFO-TDC, LLC.