Business ProfileforSynergist Wealth Management
Additional business information
At Synergist Wealth Management for over 20 years we don't just help retirees, we help them retire well.
Our moto is “ Safety 1st, A Reasonable Rate of Return, and we Keep it Simple. "
Can your account handle a down market?
The stock market, by definition, goes up and down. As a result, accounts invested in the stock market can drop. So, what it your account drops during retirement? Can it recover?
With this in mind, our firm helps protect your money. We use annuity and insurance products designed to keep your principal safe, we want you to retire well.
At-a-glance
Related Categories
Overview
Our moto is “ Safety 1st, A Reasonable Rate of Return, and we Keep it Simple. "
Can your account handle a down market?
The stock market, by definition, goes up and down. As a result, accounts invested in the stock market can drop. So, what it your account drops during retirement? Can it recover?
With this in mind, our firm helps protect your money. We use annuity and insurance products designed to keep your principal safe, we want you to retire well
Business Details
- Location of This Business
- 1515 Calliope St, New Orleans, LA 70130
- BBB File Opened:
- 6/16/2021
- Years in Business:
- 3
- Business Started:
- 1/5/2021
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 295224 Dinu Tise for this business, issued by Louisiana Department of Insurance. The expiration date of this license is 6/30/2026.
These agencies may include:
Louisiana Department of Insurance
1702 N. Third Street
Baton Rouge LA 70804
BBB records show a license number of 901134 Olga Tise for this business, issued by Louisiana Department of Insurance. The expiration date of this license is 11/30/2024.These agencies may include:
Louisiana Department of Insurance
1702 N. Third Street
Baton Rouge LA 70804
- SYNERGIST WEALTH MANAGEMENT LLC FLORIDA INSURANCE LICENSE#L112641
- Type of Entity:
- Sole Proprietorship
- Alternate Business Name
- MA BELLE MICHELLE LLC
- Business Management
- Mrs. Olga Tise, Owner
- Contact Information
Principal
- Mrs. Olga Tise, Owner
Customer Contact
- Mrs. Olga Tise, Owner
- Additional Contact Information
Email Addresses
- Technical Support
- Customer Service
Website Addresses
Customer Complaints
0 Customer Complaints
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1 Customer Reviews
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Most Recent Customer Review
John T
5 stars08/27/2022
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