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Howard Fullenbaum, CFP®

 SYNERGY WEALTH STRATEGIES  • 227 EAST MAIN ST  •  SMITHTOWN, NY 11787
PH: (631)961-5461  • howard@synwealth.com

Howard Fullenbaum, CFP®, is a founding partner of Synergy Wealth Strategies, an independent financial services firm. Howard specializes in using an in-depth, overall, financial analysis approach to assist his clients in creating wealth management strategies that enable them to achieve their financial goals.  He and his team deliver solutions to individuals, as well as businesses and organizations.

Howard began his career with the Social Security Administration.  Throughout his 25 years, Howard served in many capacities of management.  In an effort to better serve the agency’s customers, Howard completed his studies for the Certified Financial Planner certification.  Upon his early retirement, Howard decided to utilize this training toward a second career in Financial Services and accepted employment at Merrill Lynch.  In 2008, he and his team determined that the best way to provide the levels of service and advice that their clients deserved was to pursue the path of independent financial advisors.

Howard currently resides in Long Beach.

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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

 


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