James Warren


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

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    Synergy Wealth Solutions - Kansas City

    Satellite Office

    10975 Benson Drive Suite 350
    Overland Park, KS 66210

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    CRN202207-267436