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51-200 employees
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Financial Services
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65 Memorial Drive, West Hartford, CT 06107, US
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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, we’ve joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. With the backing of Focus, we’ve 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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GYL Financial Synergies Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used GYL Financial Synergies email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact GYL Financial Synergies customer service number in your country click here to find.
Amy Jagodowski is the CEO of GYL Financial Synergies. To contact Amy Jagodowski email at [email protected].
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