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Jimmy Kuhn

 SYNERGY WEALTH STRATEGIES  • 227 EAST MAIN ST  •  SMITHTOWN, NY 11787
PH: (631)961-5428  • jkuhn@synwealth.com

Jimmy Kuhn, CFP®, is a Partner of Synergy Wealth Strategies, an independent financial services firm.  As a CERTIFIED FINANCIAL PLANNER™ with fifteen years of industry experience, Jimmy works with his clients to accumulate and preserve wealth.  His mission is to provide high net-worth individuals with retirement planning, wealth preservation, asset allocation and tax-efficient strategies.  He works with each client’s individual needs and circumstances so suitable financial investments are recommended.

As a CERTIFIED FINANCIAL PLANNER™, he plays a central role in helping his clients meet their goals and financial well-being.   Whether you want to comfortably retire, save for your children or grandchildren's education or address your estate planning goals, he will assist you in reviewing your situation and help determine appropriate strategies. He believes that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance.  Jimmy is actively involved in all stages of his client's financial and life planning and works closely with clients’ tax advisors and attorneys.


For sole proprietors, business owners and corporations--including their employees and key executives--he can provide access to a variety of retirement plans, corporate equity solutions, and business banking services.  Also, he can address the ERISA 404© to protect employers from potential liability.  In addition, he is uniquely qualified for non-profit and charitable organizations to give donor education and help with Investment Policy Statements and planned giving strategies. 

In most cases, Jimmy’s client growth is by referral.  Those clients, hard-working successful people, trust his abilities and gladly delegate the management of their assets.  Jimmy’s clients choose him for his commitment, knowledge, and dependability.  Although his clients are ultimately the decision makers about their investments, and most deeply involved, they rely on him to make the recommendations and guide them through the wealth management process.  Normally he works with individuals who have assets in excess of $500,000, into the millions, but he welcomes family and friends’ accounts of most sizes.

Jimmy received his Bachelors of Finance from the University of Phoenix and completed his Certified Financial Planner designation at the College of Financial Planning while employed by Morgan Stanley Smith Barney.  He takes continuing education courses to remain on the cutting edge with developments in the financial planning profession and better serve clients. 

Currently residing in Huntington with his wife, Laura, and his two daughters, Jimmy has spent his entire life in Suffolk County, NY.  

 

 

*CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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Securities offered through American Portfolios Financial Services, Inc, Member FINRA / SIPC Investment advisory services offered through American Portfolios Advisors, Inc, an SEC Registered Investment Advisor.

Synergy Wealth Strategies is independent of APFS and APA

 


Check the background of this financial professional on FINRA's BrokerCheck.