Zynergy Retirement Planning

EST. AUM
$173,000,000

CONTACTS

CLIENT ACCOUNTS
591

Firm Details

Metro area New York City
CRD Number 143861
Website zynergyretirement.com
Client types

Overview

ynergy Retirement Planning is an SEC-registered, fee-only retirement-planning firm in Red Bank, New Jersey. It provides financial planning, discretionary money management, tax services, and retirement-lifestyle support. The firm reported $173.9 million in discretionary AUM across 587 accounts as of December 31, 2025.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Zynergy Retirement Planning

Platform Details

Investment Preferences

Alternative Activity

Address

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