SYNERGOS Second Opinion

At SYNERGOS Financial Group, we believe everyone deserves a Second Opinion on their investment portfolio, and our opinion is based on decades of experience and expertise. Your personalized Second Opinion Report will highlight the areas of successful investing that most need your attention and will provide you with recommendations for improving the financial health of your portfolio.

Our Second Opinion service identifies the issues that affect your investment portfolio by:

Quantifying your portfolio’s level of risk
Clarifying asset concentrations and overweightings
Identifying hidden fees
Instilling knowledge in how YOUR money is really invested

Most Common Problems We Find in 2nd opinion reviews

- Lack of diversification especially with couples managing their own accounts

- Excessive fees & unnecessary expenses

- Low portfolio yield or annual income

- Poor performance

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