​Registered to do business in the following states: Rhode Island, Massachusetts, New Hampshire, Virginia, California, Florida, and Pennsylvania 

Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., Member FINRA SIPC   

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.


​​

Our Offerings:


Today, where are you capitalizing on your different financial buckets? Which pools are you dripping into to get that ultimate synthesis of financial growth, all the while honoring today's reality? Synthesis Advisors  will help you

demystify which pools to drip into, and when...


Portfolio Analysis

Insurance

Asset Allocation

Wealth Accumulation Strategies

Retirement Planning

Tax Planning Strategies

College Education Funding

Business Succession Planning

Charitable Planning

Cash Management

Consolidating Assets and Bills

Asset Manager Search and Implementation

Equity and Bond Research

Employee Stock Option Strategies

Estate Planning



Available products include:


Choose from over 12,000 Mutual Funds

Access to over 75 Insurance Companies

Variable and Fixed Annuities

Equities

Bonds

Certificates of Deposit

Money Markets

Unit Investment Trusts

Options

Check Writing

Automatic Bill Paying

Separately Managed Accounts

Direct Participation Programs

Alternative Investments

Initial Public Offerings

Real Estate Investment Trusts

1031 Exchange Programs

401(k) Plans

403(b) Plans

SIMPLE Plans

Roth IRAs

SEP IRAs

Health Savings Accounts

Money Purchase, Profit Sharing, and Defined Benefit Plans

Individual Retirement Accounts

Margin Accounts

529 Plans

Transfer on Death Accounts

Term, Universal, Variable, and Whole Life Insurance

Disability Insurance

Long Term Care Insurance