Michael Poole [ChFEBC℠]
6421 Wardensville Grade
Star Tannery, VA 22654
Original Certificate Date: 8/31/2023
ChFEBC℠ Number: 3P047S7M2
Organization: Synergy Financial Group
Broker Dealer: SEC Registered RIA-CSP Financial Group, LLC
www.cspfgllc.com
Cell: 540-533-6414
Fax: 877-677-1451
Email: mike@synergy-financial.com
Website: www.synergy-financial.com
States Currently Licensed: AZ, CO, FL, IA, MD, NC, PA, TN, TX, VA, WV
State Insurance License #: 749109
CRD #: 6338495
Primary Insurance: Penn Mutual, National Life, Allianz, Lincoln, Corebridge, and many others
Primary Investment: Matson Money
Services: Comprehensive financial planning for individuals, families, small business owners and federal employees…Including investing, retirement planning, tax planning, social security planning, life insurance, LTC insurance, disability income insurance, and estate planning. We also do Tax Mitigation Strategies for higher net worth clients, and we are a tax fee retirement specialist
Additional Information: Our mission is to empower individuals and families to live a life they love, through financial education and comprehensive planning! I am local to Winchester, VA and our primary service area is the northern Shenandoah Valley in VA & WV