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      Details

      Planning Today For A Better Tomorrow

      General Info

      Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening, in Menomonie, WI, is the area's leading financial services company serving Menomonie, Hudson, Eau Claire and surrounding areas since 2005. We specialize in retirement planning, estate planning, investment services, long term care insurance and more. For all your financial service needs, contact Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening in Menomonie.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phones:

      Main - 715-231-2058

      Fax - 715-231-4744

      Public Mobile - 877-881-2058

      Address:
      393 Red Cedar St Ste 4 Menomonie, WI 54751
      Email:

      Links:

      Primary Website

      Facebook

      LinkedIn

      Reviews

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      Categories
      Investments, Annuities & Retirement Insurance Plans, Business & Commercial Insurance, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Life Insurance, Retirement Planning Services
      Services / Products
      Retirement, Charitable, Social Security and Estate Planning, Investment Advisory Services, Fee-Based Financial Planning, Wealth and Investment Management, Fee-Based Investments Advisory, ETFs, Stocks, Bonds, CDs, Annuities, Mutual Funds, Insurance: Life, Disability, Long-Term Care, Medicare Supplement
      Payment Options
      visa, mastercard, discover, check
      Location
      In the Same Building as DMV. Next to Mayo Clinic.
      Amenities
      full_attr_suppress_source
      Accreditation

      ChFC - Chartered Financial Consultant

      CFP - Certified Financial Planner, CAP - Chartered Advisor in Philanthropy

      CLU - Chartered Life Underwriter, CASL - Chartered Advisor in Senior Living

      RICP - Retirement Income Certified Professional

      CKA - Certified Kingdom Advisor

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