GYL Financial Synergies

Gyl Financial Synergies

Financial Services, 75 Isham Rd, West Hartford, Connecticut, 06107, United States, 51-200 Employees

gylfinsyn.com

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Who is GYL FINANCIAL SYNERGIES

GYL Financial Synergies is an independent, fiduciary, Registered Investment Advisory firm founded on one guiding principle: our clients interests come first. As a team, we spent 18 years ...

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  • 75 Isham Rd, West Hartford, Connecticut, 06107, United States Headquarters: 75 Isham Rd, West Hartford, Connecticut, 06107, United States
  • 2016 Date Founded: 2016
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8049 | NAICS Code: 523940 | Show More

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GYL Financial Synergies Org Chart and Mapping

Employees

Gregory Lucente

Investment Research Analyst

Vincent Marsden

Managing Director and Senior Wealth Advisor.

Petera Karadimas

Managing Director and Senior Wealth Advisor

Delmy Lopez

Senior Client Associate

Gray Stangler

Investment Research Analyst

Kelly Davis

Marketing Coordinator

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Frequently Asked Questions Regarding GYL Financial Synergies

Answer: GYL Financial Synergies's headquarters are located at 75 Isham Rd, West Hartford, Connecticut, 06107, United States

Answer: GYL Financial Synergies's phone number is +18*********

Answer: GYL Financial Synergies's official website is https://gylfinsyn.com

Answer: GYL Financial Synergies's revenue is $10 Million to $25 Million

Answer: GYL Financial Synergies's SIC: 8049

Answer: GYL Financial Synergies's NAICS: 523940

Answer: GYL Financial Synergies has 51-200 employees

Answer: GYL Financial Synergies is in Financial Services

Answer: GYL Financial Synergies contact info: Phone number: +18********* Website: https://gylfinsyn.com

Answer: GYL Financial Synergies is an independent, fiduciary, Registered Investment Advisory firm founded on one guiding principle: our clients interests come first. As a team, we spent 18 years custom tailoring solutions for individuals, families and institutions at Wells Fargo Advisors and its predecessors before launching Goldberg, Yolles & Lepore LLC (now known as GYL Financial Synergies) in 2014. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele by offering them access to a wider universe of investment vehicles, more innovative solutions, more value-added services and more personalized attention in an open and transparent environment. As part of this evolution, weve joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. With the backing of Focus, weve deepened our bench strength and gained unprecedented access to resources, expertise, research services and technology providers so that we can find and deliver the best solutions for our clients.

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