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Nicholas Klopsis

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

Nicholas Klopsis brings more than 30 years of experience in the Financial Services industry to Synergy Wealth Strategies. Since 1983, Nick has been providing operational, analytical, and client-centric support to portfolio management teams and Private Wealth Clients at Neuberger Berman, Bear Stearns, and Merrill Lynch - all highly regarded asset management firms in the industry..

By joining the team of Certified Financial PlannersTM at Synergy Wealth Strategies, Nick is able to align his vast industry experience with the resources necessary to offer clients an array of financial solutions and a superior client experience. 

Nick utilizes a time-tested process of partnering with each client to establish their objectives, set appropriate strategies, implement solutions, and periodically review progress. By building a highly personalized plan that integrates the different pieces of a client’s financial profile, Nick strives to build a deep, trusting relationship that enables him to deliver sound financial advice and superior customer service during any and all phases of the client’s life.

Nick is a native New Yorker, originally from Canarsie, Brooklyn. He currently resides in Oakdale, Long Island with Paula, his wife of 30 years, and their three children: Diana, a resident physician; Nick, a journalist; and Peter, a college student.  Nick earned his Bachelors of Business Administration from Dowling College and currently serves on the Board of Trustees, Parish Council at St. John 's Greek Orthodox Church in Blue Point, NY.

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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.