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Synergy Financial Management Press releases

1 - 9 of 9 Press Releases

Apr 29, 2014
Author Joseph M. Maas, a principal and investment advisor with Synergetic Finance in Seattle, publishes his first book, Exit Insight: Getting to Sold!

Nov 05, 2013
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation.

Jan 03, 2013
Katie Vercio, a financial planning and investment analyst with international finance experience, has joined Synergetic Financial Management, LLC in Seattle.

Dec 08, 2011
Financial Experts John Angelo Flavin and Mark Girouard of Synergetic Finance in Seattle will speak to local organizations in December to provide financial education.

Nov 14, 2011
Mark Girouard, MBA, joins Synergetic Finance of Seattle as the Director of Business Valuation + Consulting™ and Mergers + Acquisitions™ teams.

Apr 12, 2011
Synergetic Finance & Biz-Well offer financial and marketing optimization workshops to business owners in the Seattle area.

Feb 07, 2011
Business Wellness bundle is offered by Seattle firm Synergetic Finance, for 70% off the full retail price.

Dec 01, 2010
Seattle-based Synergetic Finance has added hospitality expert and consultant Andy Simmons to the firm’s team.

Sep 10, 2010
To better serve its business partners and clients, The Synergetic Finance Companies have added business consulting and valuation and merger and acquisition services to the firm’s offerings.

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