Wealth Management
Synergist Wealth ManagementFind BBB Accredited Businesses in Wealth Management.
About
Important information
- Additional Info:
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.
About This Business
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
- Local BBB:
- BBB of Greater New Orleans Area
- BBB File Opened:
- 6/16/2021
- Business Started:
- 1/5/2021
- Type of Entity:
- Sole Proprietorship
- Alternate Names:
- MA BELLE MICHELLE LLC
- Business Management:
- Mrs. Olga Tise, Owner
Additional Contact Information
- Principal Contacts
- Mrs. Olga Tise, Owner
- Customer Contacts
- Mrs. Olga Tise, Owner
- Additional Email Addresses
- Technical Support: Email this Business
- Customer Service: Email this Business
- Additional Websites
- Website 1
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.
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
Louisiana Department of Insurance
1702 N. Third Street
Baton Rouge LA 70804
- SYNERGIST WEALTH MANAGEMENT LLC FLORIDA INSURANCE LICENSE#L112641
Additional Information
- Business Categories
- Wealth Management, Life Insurance
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