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Spectrum Synergy Group Inc.

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most financial advisors only look at taxes in the short term - meaning they're looking to reduce your tax bill this year. at spectrum synergy group, we understand taxes aren't going anywhere, so we take a different approach. spectrum synergy group evaluates your long-term tax liability for each aspect of your finances; then, we work on strategies to substantially reduce your lifetime irs bill. fewer taxes means more money in your pocket, and who doesn't love that? we've done this by aligning ourselves with industry professionals specializing in different aspects of tax and investment planning. from investment professionals to tax attorneys, we only work with the best to provide our clients with the ideal financial plan. whether it's debt pay off, tax reduction, retirement savings, or keeping the government off your children's inheritance; we're here to help. our team provides the following services to our clients: financial planning, wealth & estate planning, estate documentati

Headquarters:
Walnut Creek, California, United States, 94596
Industry:
Financial Services
Founded:
2015
Employees:
-
Annual Revenue:
-

Type: Private
Ticker: -
Estate PlanningAnnuitiesIndex Universal LifeInvestment AdvisoryWill and Trust ServicesTax PlanningBusiness Exit PlanningLong Term CareAsset ProtectionWealth Management

Frequently asked questions about Spectrum Synergy Group Inc.

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Where is Spectrum Synergy Group Inc. located?

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Spectrum Synergy Group Inc.'s headquarters is located at Walnut Creek, California, United States, 94596

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Spectrum Synergy Group Inc. is in the industry of: Financial Services

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

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Director, College Fund, Kalamazoo College

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