Reviews for Synergy Wealth Alliance
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Tips
online appointments on-site services
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
online appointments on-site services
Preston Bellaire at Synergy Wealth Alliance in Altamonte Springs is one of the most genuine and knowledgeable financial planners I’ve had the pleasure of working with. He treats every client like a lifelong friend, offering personalized advice and truly caring about their long-term success—just like he would for his own family.
As a Central Florida real estate agent, we gladly refer clients to Preston when they’re looking to invest proceeds from a home sale or diversify beyond real estate. His expertise in financial planning, retirement strategies, and wealth building is top-notch, and he always takes the time to explain options clearly and thoughtfully.
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I had a few financial advisors in the past. After meeting Debbie Van Gaale and hearing her strategies, I was happy to switch my financial future into the capable, caring and professional hands of Debbie Van Gaale! Debbie helped me make positive choices and changes to protect and grow my portfolio for long term wealth. Thank you Debbie, I have truly enjoyed working with you! I wish I had made the change sooner.
I’ve been working with Debbie VanGaale to ensure my family and I have more to look forward to in retirement than a 401k plan. She has been and continues to be a wealth of knowledge and a solution provider on a path to an earlier retirement than my previous plan would allow. Thank you!!!