
Philip A. Miceli IIIemail
Synergy Wealth Solutions
16150 Main Circle Drive, Suite 400
Chesterfield, MO 63017-4689
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.
Education
Benedictine College (1998 - 2002)
Languages: English
Credentials: CLTC, RICP®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Estate Planning, Financial Education
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