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      Synergy Wealth Solutions

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      Synergy Wealth Solutions Reviews

      3.6

      41% would recommend to a friend

      (28 total reviews)
      avatar

      Brian M. Roberts

      100% approve of CEO

      55% positive business outlook

      Synergy Wealth Solutions has an employee rating of 3.6 out of 5 stars, based on 28 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Synergy Wealth Solutions employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      28 reviews
      3.0
      27 Sept 2024

      High Risk High Reward

      Financial planner
      Recommend
      CEO approval
      Business outlook

      Pros

      - Ability to grow a very profitable business. Their compensation models highly favor the bigger producers. If you're an experienced agent from another firm I think Synergy is a great place to be at. - Great CEO and leadership team - Training is okay, you'll really only learn by working with experienced advisors.

      Cons

      - No leads are provided, everything is dependent on your natural market and current relationships / clients. - You're required to sell Massmutual insurance or Annuities - They're technically a broker dealer, but you're heavily incentivized and even required to sell some massmutual products to uphold your contract.

      3.0
      4 Nov 2020

      Harder than you think

      Financial services representative
      Recommend
      CEO approval
      Business outlook

      Pros

      Great mentors and very friendly environment

      Cons

      Training especially for the first year needs to be more in depth. This is not a job for someone right out of college. You’ll be required to make a list of 200 closest people you know and basically have to call all of them, read from the “script” and try to get them to take an appointment with you and then you try to pitch life insurance or investments if you’re already licensed. And if you’re not able to get referrals from your original appointments, you’re not gonna be in this job long because you go through that first list of 200 people in about a week.

      5.0
      16 Sept 2025

      Amazing Group

      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      The entire firm is supportive with growth and education.

      Cons

      No cons to comment on

      Viewing 1 - 3 of 28 Reviews
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      ReviewsSynergy Wealth Solutions reviews

      Glassdoor has 32 Synergy Wealth Solutions reviews submitted anonymously by Synergy Wealth Solutions employees. Read employee reviews and ratings on Glassdoor to decide if Synergy Wealth Solutions is right for you.