Synergy Wealth Alliance of Orange City

Synergy Wealth Alliance of Orange City is a Financial Planner in Orange City, FL. The firm provides comprehensive wealth management services to individuals and business owners across Central Florida, with specialized approaches for retirees, pre-retirees, women, and high net worth individuals. Services include financial planning, estate management, insurance, investment strategy, lifestyle planning, and tax management. The firm was originally founded in 2014 and operates with a team of 51 members. Synergy Wealth Alliance operates with a philosophy that prioritizes relationships over transactions, aiming to educate and empower clients to take an active role in managing their finances. The firm combines the resources of a large corporation with the personal care of a boutique firm. Its founding advisors established the practice on the core values of teamwork, integrity, transparency, and caring. The team includes Christopher Bordner, CEO and LPL Registered Principal; David J. Schlitt, CLU®, ChFC®, CASL®, CEPA®, Managing Principal Partner; Sol Shen, CRPC®, AIF®, RFC®, CPFA®, CEPA®, Managing Principal Partner; and Tom Gerardi, CRPC®, Financial Consultant and Wealth Manager. Other team members include Jeff Ackler, CFP®, Wealth Management Advisor; Guy Blakey, CFP®, Partner and Wealth Manager; Nicole S. Foreman, CFP®, Director of Operations; and Preston J. Bellaire, CLTC, LACP, Financial Planner and Investment Advisor Representative. The firm is located at 921 Town Center Dr Suite 900. Synergy Wealth Alliance of Orange City delivers relationship-based financial planning in Orange City, helping residents secure their financial futures through personalized guidance and comprehensive wealth management strategies.

The business is located on Town Center Drive, just a short distance from Enterprise Road and within a tenth of a mile of Volusia County Property Appraiser, Tag, Title & Tax Office, and Town Center Park.

BizScoreAI gives Synergy Wealth Alliance of Orange City a Performance score of 82 out of 100, which reflects fast website loading that keeps visitors engaged and aids search engine ranking. The firm also earns a Discoverability score of 75 out of 100, ensuring AI crawlers can access every page so the business can be recommended by AI assistants.