Jason B. Harnessemail
Synergy Wealth Solutions
16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689
Professional Story
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.
Languages:
- English
Credentials:
- CFBS
- CPA*
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Business Succession Planning
- Retirement Income Planning
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