Generations Strong
Since 1968, we have forged long-lasting trust and relationships by delivering as promised.
We have watched children grow, their children flourish, and parents and grandparents beam with pride at the blessing of life’s moments and experiences treasured. We have helped companies expand and business owners effectively protect their hard-earned assets while also taking care of their valued employees.
We have watched children grow, their children flourish, and parents and grandparents beam with pride at the blessing of life’s moments and experiences treasured. We have helped companies expand and business owners effectively protect their hard-earned assets while also taking care of their valued employees.
2022 |
New website and online resource launches. |
2020 |
Became a Registered Investment Advisory firm. CRD#305267 Inducted into the Forum 400 |
2019 |
Opened office in Dallas, TX, and Riley Hudack joins firm. Inducted into Million Dollar Round Table |
2018 |
Matt Hudack takes over corporation as successor to Lawrence Parker. 5 Burroughs Book Club adopted as charitable cause. |
1995 - 1996 |
Matt Hudack serves as Orange County NAIFA President. |
1986 |
Incorporated as Financial Synergistics Group, Inc. Matt Hudack becomes strategic alliance through ManuLife/John Hancock. Matt Hudack licensed for life insurance. |
1969 - 1986 |
Intentional focus on building an independent network of value-added alliances and partners to serve client needs. |
1969 |
First board of directors meeting was held. |
1968 |
Financial Synergistics established by Lawrence Parker and a consortium of financial advisors. |
Throughout the decades, our criteria has been simple – to seek out individuals, families, and companies with a focus on building their financial confidence in their futures. What has sustained us is our approach in working with those with high morals, positive attitudes, who are goal-oriented and who love their families. Unity in all of these attributes is important to how we conduct business to serve families and corporations with their valued employees.
Our solutions-based way of doing business has stood the test of time, empowering generations through decades of guidance.
Our solutions-based way of doing business has stood the test of time, empowering generations through decades of guidance.
