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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Gregory Barron (CRD# 1058721) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Manhattan, KS and has over 41 years of experience in the finance industry.
Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts.
We offer advice and guidance in a broad range of financial planning areas, which include:
* Retirement planning and lifestyle projections
* Spending in retirement
* College funding
* Getting out of debt/Budgeting
* Risk Analysis (Insurance)
* Investment advice and portfolio design
* Tax efficient investing
* Second opinions
* Planning for early retirement
* Financial planning after the loss of a spouse
Mathew Bishop (CRD# 4934283) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manhattan, KS and has over 18 years of experience in the finance industry.
James Bradley (CRD# 4432858) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manhattan, KS and has over 22 years of experience in the finance industry.
John Browne (CRD# 1569262) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan, KS and has over 37 years of experience in the finance industry.
Chad Chase (CRD# 6612151) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 8 years of experience in the finance industry.
Nicola Cyr (CRD# 6835953) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 6 years of experience in the finance industry. Nicola Cyr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kirk Duensing (CRD# 6892703) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Manhattan, KS and has over 6 years of experience in the finance industry.
Scott Emley (CRD# 2485504) is an Investment Advisor Representative working at Cgn Advisors, LLC in Manhattan, KS and has over 29 years of experience in the finance industry.
Mark Ewing (CRD# 6769606) is an Investment Advisor Representative working at Edward Jones in Manhattan, KS and has over 6 years of experience in the finance industry.