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Head Office +1 323 990 2306

2710 Crow Canyon San Ramon

Mon - Fri:08:00 AM - 05:00 PM

About Synergy Alliance MG

More Than 200 Financial Planners, One Philosophy Synergy Alliance MG

Synergy Alliance MG is an investment company that was founded in 2003 with a vision to create financial synergy and maximize investment opportunities for its clients. With a strong commitment to excellence and a customer-centric approach, the company has established itself as a leading player in the financial industry.

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Advisors
Smart and Hard Workers
Portfolios Processed
100 % Customer Satisfaction
Locations
Find In More Than 7 Countries

Our Best Services

Financial Planning

Synergy Alliance MG provides personalized financial planning services to help clients
achieve their long-term financial goals.

Asset Management

Synergy Alliance MG offers comprehensive asset management services, tailoring
investment strategies to meet clients' specific objectives and risk tolerance.

Investment Advisory

Synergy Alliance MG offers expert investment advisory services, providing
clients with insights and recommendations to make informed investment decisions.

Portfolio Diversification

Synergy Alliance MG emphasizes the importance of portfolio
diversification to reduce risk and enhance potential returns.

Financial Planning

Synergy Alliance MG provides personalized financial planning services to help clients
achieve their long-term financial goals.

Asset Management

Synergy Alliance MG offers comprehensive asset management services, tailoring
investment strategies to meet clients' specific objectives and risk tolerance.

Investment Advisory

Synergy Alliance MG offers expert investment advisory services, providing
clients with insights and recommendations to make informed investment decisions.

Portfolio Diversification

Synergy Alliance MG emphasizes the importance of portfolio
diversification to reduce risk and enhance potential returns.

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Why People Choose Us

24/7 Support

We provide 24/7 customer customer support. We are here to offer you the best support.

Risk Management

Risk management is intended to manage financial and other losses.

Certified

We are certified to trade and invest in more than 7 countries in the world.

We Are Proud to Say, Synergy Alliance MG is Your Best Personal Financial Advisor.

Our Experts Team

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Charles Nicholes
CEO and President

Experience: 38 Years

Business Line: Private Equity, Strategy, Finance and Accounting

Email: charlesnicholes@synergyalliancemg.com
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Mary Agnes Greco
Head Of Investment

Experience: 35 Years

Business Line: Private Equity, Credit, Real Estate, Finance and Accounting

Email: maryagnesgreco@synergyalliancemg.com
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David Fernando
Finanacial Manager

Experience: 27 Years

Business Line: Private Equity, Finance and Accounting

Email: davidfernando@synergyalliancemg.com
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Darren Leemen
Team Leader

Experience: 21 Years

Business Line: Global Client Solutions, Strategy

Email: darrenleemen@synergyalliancemg.com
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Stay With Synergy Alliance MG To
Reach Your Goal

We strieve to keep our clients as happy and satisfied as we possibly can. To do this we help our clients Navigate the financial market.

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