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William Zimmer

Associate Wealth Planner at Synthesis Wealth Planning

  • LinkedIn

I am always open to any volunteer or developmental opportunities in the New York Metropolitan area. Please feel free to connect with me or email me at willzimmer26@gmail.com.

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SYNTHESIS WEALTH PLANNING

SYNTHESIS WEALTH PLANNING

  • description Description
    Synthesis Wealth Planning, LLC was formed in January 2018 by four partners who wanted to create a full-service planning firm that is, first and foremost, client-centric. We had grown tired of...

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  • Employees count Employees 1-10
  • Revenue Revenue Under 1 Million
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Synthesis Wealth Planning Org Chart and Mapping

Employees

Cfp® Eric Rosenberger

Managing Partner & Wealth Planner

Cfp® Daniel C. Singer

Founding Partner and Financial Planner

William Zimmer

Associate Wealth Planner

Kim Luthy

Director of Wealth Planning

Cfp® Alex Panas

Partner and Wealth Advisor

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  • Phone number  :  (***)-***-****
  • Email  :  w****@synthesiswealth.com

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