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Synergetic Finance Information
Joe Maas
701 Fifth Ave., Ste. 3520
Seattle, WA 98104
Phone: 206-386-5455
URL: http://www.synergeticfinance.com
Based in Seattle, Synergy Financial Management, LLC is an integrated financial services firm specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments. Founded by Registered Investment Advisor Joseph Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, Synergy Financial Management, LLC works with individuals and mid-sized and large businesses to manage their financial portfolios, streamline operations, plan for future growth and potential sale, mergers and acquisitions and more. Synergy also offers workshops, classes and does speaking engagements.
Author Joseph M. Maas, a principal and investment advisor with Synergetic Finance in Seattle, publishes his first book - Exit Insight: Getting to "Sold!"
Katie Vercio, a financial planning and investment analyst with international finance experience, has joined Synergetic Financial Management, LLC in Seattle.
Two financial experts from Synergetic Finance in Seattle have been asked to speak to local organizations this month. John Angelo Flavin, ChFC®, CFP®, CFP®, CCIM® will speak to the East King County Gift and Estates group on December 8 about retirement plans.
Seattle's Synergetic Finance adds business consulting and valuation and mergers and acquisitions services to better serve entrepreneurs and business clients.
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