Thelma C. Ruff


    Focus: Investment Strategies, Insurance Strategies, Student Loan Refinancing, Retirement Income Planning, Group Benefits, Retirement Strategies, Financial Education

    Languages: English

    My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

    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

    Missouri State University
    Bachelor of Science
    College of Business
    Summa Cum Laude

    Hobbies

    Landscape Design
    Cycling
    Horses
    Reading

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    Contact Thelma

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    Synergy Wealth Solutions - South Glenstone Ave

    Satellite Office

    2045 S Glenstone Ave Suite 210
    Springfield, MO 65804

    CRN202207-267436