About Financial Synergy, Inc.
Financial Synergy was formed in 1992 to fulfill a dream of being in control of one’s own work environment. That dream was furthered in 2007 when most meetings became web-based, thus enabling us to move to a home based office. That established another level of flexibility and control. Financial Synergy works with individuals, their small businesses, and as an outside consultant for similarly licensed advisors and their clients. Wherever your location, thanks to the internet, we offer a team approach with backup in all things Financial and Tax related. The company is a Registered Investment Advisor, licensed Tax Preparer, and an Enrolled Agent with the IRS. We spend at least 200 hours a year on Continuing Education studies in these areas. That preparation to detail enables Financial Synergy to be ready to answer your Tax, Financial, and Strategic Planning questions whenever you contact us.
Dave Marrone earned a Bachelors in Education and a Masters in Accounting from the University of Illinois. He has prepared tax returns professionally since 1972. He was insurance licensed in 1984, security licensed with Financial Synergy, Inc in 1985, and became an independent RIA Advisor in 2008. He has earned ChFC and LEAP Certifications for Financial Consulting.
Dave became a registered Tax Return Preparer in 2012 and an Enrolled Agent with the IRS since 2014. This well-rounded variety of experiences help him coordinate most of the various corners of the financial services arena. For the past 12 years, Financial Synergy has worked diligently developing methods to do work in virtually any locality securely thanks to the internet, especially in the areas of Financial Consulting and Tax Preparation – even as far as South Africa!
We always look forward to hearing from the people we assist in their endeavors to strive forward.