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Financial Synergies Wealth Advisors, Inc.

Financial Synergies Wealth Advisors, Inc.

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Personal Information
Organization / Workplace
Houston, TX United States
Industry
Finance / Banking / Insurance
Website
www.finsyn.com
About
Financial Synergies is an Asset Management and Financial Planning firm located in Houston, Texas. We are a team of Certified Financial Planner™ professionals, and we’ve been helping individuals and businesses reach their financial goals for over 25 years
Contact Details
Tags
houston financial advisor financial planning financial advisor houston financial services financial synergies stock market personal finance investing houston financial planner houston houston wealth management houston financial planner newsletter finance texas financial advisor quarterly newsletter investment strategy texas economy longevity market analysis financial markets personal wealth management saving savings accounts online identity greg valliere stocks and bonds election world stock market market commentary market review market update dfa china dimensional fund advisors houston financial planning economy wealth manager ria financial adviser retirement stock options the secure act 2.0 equity compensation student loans trading estate planning cryptocurrency social security secure act boeing index funds trade tariffs market crisis medicare 529 plans market timing market return insurance inflation small-cap stocks millennials quarterly performance report interest rates real estate diversification charles schwab schwab bank to-do list market turmoil hold economic outlook shanghai composite index financial times emoney etfs portfolio management wealth360 retiirement money manager fund analysis cfa investment management cfp mutual fund blackrock global markets hofheinz house j.p. morgan clients mark iq
See more
Presentations (21)
See all
Fall client appreciation event
9 years ago • 511 Views
Financial Synergies | Q3 2015 Market Review
7 years ago • 1201 Views
Financial Synergies | 4th Quarter 2015 Market Review
7 years ago • 1501 Views
Financial Synergies | Q1 2016 Market Review
6 years ago • 507 Views
Financial Synergies | Q2 2016 Market Review
6 years ago • 405 Views
Financial Synergies | Q3 2016 Market Review
6 years ago • 356 Views
Financial Synergies | Q4 2016 Market Review
6 years ago • 562 Views
Financial Synergies | Q1 2017 Market Review
5 years ago • 399 Views
Financial Synergies | Q2 2017 Market Review
5 years ago • 296 Views
Financial Synergies | Q3 2017 Market Review
5 years ago • 376 Views
Financial Synergies | 2017 Annual Market Review
5 years ago • 379 Views
Financial Synergies | Q1 2018 Market Review
4 years ago • 444 Views
Financial Synergies | Q2 2018 Quarterly Market Review
4 years ago • 431 Views
Financial Synergies | Q3 2018 Market Review
4 years ago • 180 Views
2018 Annual Market Review
4 years ago • 301 Views
Financial Synergies | Q1 2019 Quarterly Market Review
3 years ago • 338 Views
Q2-2019 Market Review | Financial Synergies Wealth Advisors
3 years ago • 378 Views
Q3 2019 Quarterly Market Review | Financial Synergies Wealth Advisors
3 years ago • 295 Views
Financial Synergies | Q4 2019 Market Review
3 years ago • 213 Views
Financial Synergies | Q3 2020 Quarterly Market Review
2 years ago • 297 Views
Financial Synergies | 2020 Annual Market Review
2 years ago • 233 Views
Documents (31)
See all
Q1 2013 Newsletter
9 years ago • 215 Views
Q2 2013 Newsletter
9 years ago • 278 Views
Q3 2013 Newsletter
9 years ago • 1013 Views
Q4 2013 Newsletter
9 years ago • 425 Views
Q1 2014 Newsletter
8 years ago • 1687 Views
Q2 2014 Newsletter
8 years ago • 408 Views
Q3 2014 Newsletter
8 years ago • 1132 Views
Q4 2014 Newsletter
8 years ago • 1042 Views
Q2 2015 Newsletter
7 years ago • 348 Views
The Patience Principle
7 years ago • 1076 Views
Financial Synergies | Q3 2015 Newsletter
7 years ago • 1014 Views
Financial Synergies | Q1 2016 Newsletter
6 years ago • 129 Views
Financial Synergies | Q3 2016 Newsletter
6 years ago • 76 Views
Financial Synergies | Q4 2016 Newsletter
6 years ago • 313 Views
Financial Synergies | Q1 2017 Newsletter
5 years ago • 295 Views
Financial Synergies | Q2 2017 Newsletter
5 years ago • 194 Views
Financial Synergies | Q3 2017 Newsletter
5 years ago • 380 Views
Financial Synergies | Q4 2017 Newsletter
5 years ago • 351 Views
Financial Synergies | Q1 2018 Newsletter
4 years ago • 261 Views
Financial Synergies | Q2 2018 Newsletter
4 years ago • 286 Views
Financial Synergies | Q3 2018 Newsletter
4 years ago • 232 Views
Financial Synergies | Q4 2018 Newsletter
4 years ago • 387 Views
Q2 2019 Newsletter | Financial Synergies Wealth Advisors
3 years ago • 70 Views
Q3 2019 Newsletter | Financial Synergies Wealth Advisors
3 years ago • 451 Views
Financial Synergies | Q4 2019 Newsletter
3 years ago • 48 Views
Financial Synergies Wealth Advisors | Q1 2020 Newsletter
2 years ago • 405 Views
Financial Synergies | Q2 2020 Newsletter
2 years ago • 56 Views
Financial Synergies | Q3 2020 Newsletter
2 years ago • 431 Views
Q1 2021 Newsletter | Financial Synergies Wealth Advisors
1 year ago • 31 Views
Q2 2021 Financial Synergies Newsletter
1 year ago • 131 Views
Likes (1)
There Are Only 3 True Interview Questions
Forbes • 10 years ago
  • Activity
  • About

Presentations (21)
See all
Fall client appreciation event
9 years ago • 511 Views
Financial Synergies | Q3 2015 Market Review
7 years ago • 1201 Views
Financial Synergies | 4th Quarter 2015 Market Review
7 years ago • 1501 Views
Financial Synergies | Q1 2016 Market Review
6 years ago • 507 Views
Financial Synergies | Q2 2016 Market Review
6 years ago • 405 Views
Financial Synergies | Q3 2016 Market Review
6 years ago • 356 Views
Financial Synergies | Q4 2016 Market Review
6 years ago • 562 Views
Financial Synergies | Q1 2017 Market Review
5 years ago • 399 Views
Financial Synergies | Q2 2017 Market Review
5 years ago • 296 Views
Financial Synergies | Q3 2017 Market Review
5 years ago • 376 Views
Financial Synergies | 2017 Annual Market Review
5 years ago • 379 Views
Financial Synergies | Q1 2018 Market Review
4 years ago • 444 Views
Financial Synergies | Q2 2018 Quarterly Market Review
4 years ago • 431 Views
Financial Synergies | Q3 2018 Market Review
4 years ago • 180 Views
2018 Annual Market Review
4 years ago • 301 Views
Financial Synergies | Q1 2019 Quarterly Market Review
3 years ago • 338 Views
Q2-2019 Market Review | Financial Synergies Wealth Advisors
3 years ago • 378 Views
Q3 2019 Quarterly Market Review | Financial Synergies Wealth Advisors
3 years ago • 295 Views
Financial Synergies | Q4 2019 Market Review
3 years ago • 213 Views
Financial Synergies | Q3 2020 Quarterly Market Review
2 years ago • 297 Views
Financial Synergies | 2020 Annual Market Review
2 years ago • 233 Views
Documents (31)
See all
Q1 2013 Newsletter
9 years ago • 215 Views
Q2 2013 Newsletter
9 years ago • 278 Views
Q3 2013 Newsletter
9 years ago • 1013 Views
Q4 2013 Newsletter
9 years ago • 425 Views
Q1 2014 Newsletter
8 years ago • 1687 Views
Q2 2014 Newsletter
8 years ago • 408 Views
Q3 2014 Newsletter
8 years ago • 1132 Views
Q4 2014 Newsletter
8 years ago • 1042 Views
Q2 2015 Newsletter
7 years ago • 348 Views
The Patience Principle
7 years ago • 1076 Views
Financial Synergies | Q3 2015 Newsletter
7 years ago • 1014 Views
Financial Synergies | Q1 2016 Newsletter
6 years ago • 129 Views
Financial Synergies | Q3 2016 Newsletter
6 years ago • 76 Views
Financial Synergies | Q4 2016 Newsletter
6 years ago • 313 Views
Financial Synergies | Q1 2017 Newsletter
5 years ago • 295 Views
Financial Synergies | Q2 2017 Newsletter
5 years ago • 194 Views
Financial Synergies | Q3 2017 Newsletter
5 years ago • 380 Views
Financial Synergies | Q4 2017 Newsletter
5 years ago • 351 Views
Financial Synergies | Q1 2018 Newsletter
4 years ago • 261 Views
Financial Synergies | Q2 2018 Newsletter
4 years ago • 286 Views
Financial Synergies | Q3 2018 Newsletter
4 years ago • 232 Views
Financial Synergies | Q4 2018 Newsletter
4 years ago • 387 Views
Q2 2019 Newsletter | Financial Synergies Wealth Advisors
3 years ago • 70 Views
Q3 2019 Newsletter | Financial Synergies Wealth Advisors
3 years ago • 451 Views
Financial Synergies | Q4 2019 Newsletter
3 years ago • 48 Views
Financial Synergies Wealth Advisors | Q1 2020 Newsletter
2 years ago • 405 Views
Financial Synergies | Q2 2020 Newsletter
2 years ago • 56 Views
Financial Synergies | Q3 2020 Newsletter
2 years ago • 431 Views
Q1 2021 Newsletter | Financial Synergies Wealth Advisors
1 year ago • 31 Views
Q2 2021 Financial Synergies Newsletter
1 year ago • 131 Views
Likes (1)
There Are Only 3 True Interview Questions
Forbes • 10 years ago
Personal Information
Organization / Workplace
Houston, TX United States
Industry
Finance / Banking / Insurance
Website
www.finsyn.com
About
Financial Synergies is an Asset Management and Financial Planning firm located in Houston, Texas. We are a team of Certified Financial Planner™ professionals, and we’ve been helping individuals and businesses reach their financial goals for over 25 years
Contact Details
Tags
houston financial advisor financial planning financial advisor houston financial services financial synergies stock market personal finance investing houston financial planner houston houston wealth management houston financial planner newsletter finance texas financial advisor quarterly newsletter investment strategy texas economy longevity market analysis financial markets personal wealth management saving savings accounts online identity greg valliere stocks and bonds election world stock market market commentary market review market update dfa china dimensional fund advisors houston financial planning economy wealth manager ria financial adviser retirement stock options the secure act 2.0 equity compensation student loans trading estate planning cryptocurrency social security secure act boeing index funds trade tariffs market crisis medicare 529 plans market timing market return insurance inflation small-cap stocks millennials quarterly performance report interest rates real estate diversification charles schwab schwab bank to-do list market turmoil hold economic outlook shanghai composite index financial times emoney etfs portfolio management wealth360 retiirement money manager fund analysis cfa investment management cfp mutual fund blackrock global markets hofheinz house j.p. morgan clients mark iq
See more

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