SYNERGOS Second Opinion

At SYNERGOS Financial Group, we believe everyone deserves a Second Opinion on their investment portfolio, and our opinion is based on decades of experience and expertise. Your personalized Second Opinion Report will highlight the areas of successful investing that most need your attention and will provide you with recommendations for improving the financial health of your portfolio.

Our Second Opinion service identifies the issues that affect your investment portfolio by:

Quantifying your portfolio’s level of risk
Clarifying asset concentrations and overweightings
Identifying hidden fees
Uncovering your broker’s true compensation
Instilling knowledge in how YOUR money is really invested

SYNERGOS Financial Group

690 Hope St., Suite B,

Brighton, MI 48116

888-267-1138

OSBORN Wealth Mngt

800 Lincoln Way, Ste 409

La Porte IN, 46350

800-889-7401

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