Synergy Financial Group

History

Established in 2004.

Synergy Financial Group (SFG) was established in 2004 by our current partners, Stephen M. Spurrier, AIF and Lawrence N. Leitch, AIF CLU ChFC REBC. Our partners have been providing planning to corporations, business owners and individual clients since 1986. The difference between SFG and other financial service organizations is that we take a macro-​economic approach to planning, integrating and coordinating financial strategies for maximum efficiency and synergy.

Acting as our client’s «Personal CFO» is important to all of our associates. Allowing our clients to ‘take charge of their financial future’ and incorporating their definition of financial success is our promise and mission.

The financial consultants of Synergy Financial Group offer securities through LPL Financial (LPL). LPL & SFG are not affiliated.

Meet the Business Owner

Larry Leitch — Steve Spurrier L.

Business Owner

Lawrence «Larry» Leitch has one goal: to support you in pursuing your financial goals. He provides you with the guidance and expertise, while using the best available technology, to be both informed for and responsive to you.

Stephen M. Spurrier’s passion is people and by helping them pursue their personal financial goals, he fuels that passion. «I like getting to know my clients as friends, learning about their families, and using that information and knowledge to help them build their wealth and protect it,» Spurrier explains. «Meeting different people and helping them pursue their goals throughout life is the most rewarding part of my job.

Larry & Steve, colleagues since 1990, opened Synergy Financial Group in 2004 to provide clients with a wide array of financial services. Synergy Financial Group embraces the latest resources in technology. This reliance on highly secure, web-​based resources enables them to provide greater speed and flexibility to pursue their clients’ needs.