Michael Poole

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

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