Video Testimonials

  • Meaghan's Story - How Synergy Helped Me

    “I need people who understand how finances work and how the financial decisions we make today can affect my future, and doing this in a safe way. Synergy was able to put me at ease. Finding a support system, being around positive people that continue pushing you in that direction – you find that within friends, you find that within your family, and you also find it within organizations like Synergy. ”

     

 

TESTIMONIALS

“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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