Synergy Wealth Alliance of Maitland

Synergy Wealth Alliance is a financial services company in Maitland, FL, located at 1060 Maitland Center Commons Blvd #365. The firm serves individuals in Central Florida, including areas such as Altamonte Springs, The Villages, and Ocala. Services include financial planning, estate management, insurance, investment strategies, lifestyle planning, retirement preparation, and tax guidance. The firm caters to specific groups such as retirees, business owners, women, high net worth individuals, and pre-retirees. It holds a 5.00 rating based on customer reviews.

Founded in 2014, the firm operates with a team of 51 members and manages assets across nine office locations. The approach combines collaborative professionals, proven practices, and comprehensive tools to provide solutions for clients' needs. The firm emphasizes relationship-based wealth management, prioritizing client interests over transactions. Core values include teamwork, integrity, transparency, and caring. The team includes advisors with various credentials such as CFP®, CLU®, ChFC®, and CRPC®, offering personalized guidance for financial futures and estate matters.

The business is situated on Maitland Center Commons Boulevard, approximately 0.3 miles from Orlando Sportsplex and 0.4 miles from Maitland Boulevard.

BizScoreAI awards a Technical score of 85 out of 100, ensuring the website is technically sound and indexable so search engines can read it without errors. A Discoverability score of 75 out of 100 confirms that AI crawlers can access every page, which is the first step before any AI assistant can recommend the business.