Charles McNally Joins Synergy Financial Group
Clay joins Synergy Financial Group as a Financial Consultant, specializing in the areas of Life, Disability, Long-Term Care, and Health Insurance for individuals and small groups. With over 20 years of experience, Clay strives to help families and businesses keep their financial strategies in line with their financial goals. We look forward to having Clay on our team and his insight into areas such as business and estate planning, retirement planning, wealth distribution, and college planning.
Securities offered through LPL Financial. Member FINRA/SIPC