View Our Customer Relationship Summary
skip navigation

Synergy Wealth Solutions, a MassMutual Firm

Contact Us

16150 Main Circle Drive, suite 400 Chesterfield, MO 63017
  • Phone:
    314-548-4002
  • Fax:
    636-728-1018
  • E-mail address: thadican@financialguide.com
  • E-mail address: csottoriva@financialguide.com
  • X Icon
  • Home
  • About Us
    • The Strategic Wealth Hour
    • Account Access
      • AssetMark: eWealthManager
      • Investor 360 Client Portal
    • What is Your Financial Strategy?
    • As Your Financial Team
    • Professional Advice
    • Our Commitment
    • Our Process
    • Our Associates
    • Where You Can Find Us
    • Resource Links
    • Tell A Friend
    • Customer Relationship Summary
    • Investor 360 Client Portal
    • Licenses
  • Products & Services
    • Individual Retirement Account
    • Investments
    • Mutual Funds
    • Annuities
    • Life Insurance
    • Long Term Care Insurance
    • Disability Income Insurance
    • 529 College Savings Plans
    • SpecialCareSM
    • Trust Services
  • Resources
    • Flipbooks
    • Videos
    • Featured Links
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Market Watch
      • Detailed Quote
      • Symbol Lookup
      • Multi Quote
      • Market at a Glance
      • Charting
      • Portfolio
  • Contact Us
    • Contact Us
  • FAMILY
  • RECREATION
  • PROSPERITY
  • Prepare for the ROAD AHEAD

 

 

Newsletters

  • Medicare or Medicaid?

    It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Buying a Condo? Focus on the Financials

    Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators »
Transcript

Contact Us

16150 Main Circle Drive, suite 400 Chesterfield, MO 63017
  • Phone:
    314-548-4002
  • Fax:
    636-728-1018
  • E-mail address: thadican@financialguide.com
  • E-mail address: csottoriva@financialguide.com
  • X Icon

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA, 01111-0001, and
are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory
services offered through qualified registered representatives of MML Investors Services, LLC.
Member SIPC (www.SIPC.org). Synergy Wealth Solutions, 16150 Main Circle Drive, suite 400, Chesterfield, MO 63017, 636-728-2400

CRN202903-10598594

Licenses 

Home | Contact

  • Site Map