Synergy Wealth Solutions
Brian Roberts, CFS, currently serves as CEO of Synergy Wealth Solutions, a MassMutual Firm, since April 2017. Prior to this role, Brian was the Co-Founder and Financial Planner at R&F Financial Group from February 2005 to April 2017 and worked as a Financial Advisor at Mass Financial Group between 2005 and 2010. Brian obtained a degree from the University of Missouri-Columbia, where studies were completed from 1996 to 2000.
Synergy Wealth Solutions
Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses