- May 1, 2017
- Financial Synergies
Last week Bryan was a feature guest on Houston Matters, answering callers' questions about financial planning, retirement, and general financial advice.
FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- March 15, 2017
- Financial Synergies
The Houston Business Journal has ranked Financial Synergies as a top wealth management and money management firm in Houston for three consecutive years.
- March 8, 2017
- Financial Synergies
If there are people in your life who may benefit from our services, and we've never been introduced, please feel free to share our company video with them.
- March 2, 2017
- Financial Synergies
Financial Synergies is excited to announce the addition of our newest advisor, Kevin A. Nelson. With 11-years of financial advisory experience, Kevin brings a wealth of knowledge and fresh perspectives to our team.
- January 19, 2017
- Financial Synergies
Our latest newsletter features articles on various topics including historical stock market performance, small-cap stocks, and post-election markets.
- November 21, 2016
- Financial Synergies
With gratitude and appreciation, the team at Financial Synergies wishes you, your family, and your friends a safe, warm, and happy Thanksgiving.
- September 19, 2016
- Marie Villard
Due to upcoming regulation, we recently began the process of changing the money market funds (the cash position) in your accounts.
- August 26, 2016
- Marie Villard
Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office!
- August 23, 2016
- Mike Minter
Recently there were some enhancements made to your client portal. We've incorporated these into a new client view that we think will improve your online experience.
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Q1 2017 Newsletter