Synthesis Wealth Planning
161 Madison Avenue - Suite 200
Morristown, NJ 07960
973-601-5020
www.synthesiswealth.com

Second Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your current financial advisor—it’s not uncommon. We believe that many successful business people would value a second opinion on their finances. We are pleased to offer Chamber members the same complimentary second-opinion service we provide to family members of our best clients. This 2 part process includes a Discovery Meeting and a Strategic Planning Meeting which will tell you where you are, if you're on track, and what blind spots may be in the way.

Reference Number:
Expires: 12/31/2020

DISCLAIMER:
Limits and conditions may apply. Contact member for offer details and disclaimers.