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Building 2SYNERGY ESTATE & FINANCIAL GROUP LLC

Map pinNAPA, CA
Phone707-254-9400
NotebookSEC #801-56428
Total AUM
$4.1M
Employees
3
Clients
0

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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