Brian B. Wegrzyn,  CFP<sup>&reg;</sup> - Financial Advisor

Brian B. Wegrzyn, CFP®

ChFC, CLU

President

Synergistic Financial Center

85 W Algonquin Rd, Ste 395
Arlington Heights, IL 60005
FINANCIAL ADVISOR'S WEBSITE
(847) 262-5973

General

Brian Wegrzyn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Synergistic Financial Center in Arlington Heights, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Personal Financial Specialist (PFS)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources