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Services

"A goal without a plan is just a wish."
- Antoine de Saint-Exupéry

Financial Planning

All of our strategies are personalized and tailored to you. Being an independent advisor, allows the focus to remain on our clients, not a firm.

Insurance Planning

Insurance planning can be complex. Our planners are able to delve deep into what you need and how to best protect it. We work with numerous carriers, whether it’s Life, Disability or Long-Term Care Insurance.

Tax & Estate Planning

Working with your trusted advisors, we strive to make sure all plans are as seamless as possible.

The Synergia Experience

"A goal without a plan is just a wish."
- Antoine de Saint-Exupéry

Blog

Money Matters, With Miri.

Events

Come join us!

Strategies

An overview of the services that we offer.

Client Access

Client Portals

$ymbil

Robo-Advisor Platform.

Our Philosophy

At Synergia Financial Group, we pride ourselves in understanding our clients and their unique challenges.


Here are some examples of questions we have received from our clients:

  • Can I retire early?
  • Are my investments working hard enough?
  • What is a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
As financial professionals, we are committed to assisting our clients to create solutions tailored to their needs, objectives, and goals. During our initial meetings, we will look at your current situation, understand your risk tolerance and time horizon and any changes that you may want to make. As we gather and analyze this information, we work diligently to develop a personalized action plan.

Today’s economic environment brings challenges. Along with challenges come opportunities and potential rewards. The relationships we have with our clients allows us the ability to evaluate those opportunities, with the potential to reap rewards.

It is not only enjoyable but also rewarding to assist our clients build and protect a solid financial foundation for their future.

Founder

Miri Y. Upton, CRPC® CRPS®

Miri Upton is a Financial Services Professional, dedicated to assisting individuals, families and small business owners, organize and simplify their financial lives. Her goal is to educate and empower her clients, so they can focus on fulfilling their hopes and dreams. She creates an individualized “roadmap” which could be, creating an educational fund for a child or grandchild, planning a 5, 10 or 20 year plan focused on retirement or begin a plan for their business. Each client is unique and Miri remains focused on that.

Throughout the last decade in financial services, Miri advanced rapidly, taking on new challenges, including licenses and designations. She currently holds Series 7 & 66 Registrations, Life, Health & Accident Insurance Licenses and has received the CRPC® and CRPS® designations.

Miri is currently Life, Health, and Accident Insurance licensed. Miri is also a Registered Representative and Investment Adviser Representative of Securities America.
A native of Bergen County, New Jersey, Miri serves as a Director of the Mahwah Regional Chamber of Commerce and volunteers with several non-profits in the community. She currently resides in Mahwah with her husband and daughter.

Disclaimer

Securities offered through Securities America, Inc., member FINRA / SIPC and advisory services offered through Securities America Advisors, Inc., Miri Upton, Representative. Synergia Financial Group, LLC and Securities America are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordiante with your tax or legal advisor regarding your specific situiation.

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