Here to Serve, Not to Sell
We are here to help you with whatever life throws your way.
About Us
Synergize Financial Group is an independent, locally owned insurance agency in Charlotte, NC. We offer numerous lines of insurance including life insurance, annuities, Medicare Advantage and Medicare Supplement and hospital indemnity plans. As an independent agency, we have the freedom to represent multiple insurance companies instead of being locked-in to just one insurance company. This gives our clients the flexibility to find the perfect plan to fit their insurance needs.
We take pride in treating all of our clients like family.
What We Offer
If you want to learn more about what we do best, you're in the right place!
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Contact Us
If you are interested in how to get signed up for Medicare or need a quick question answered, feel free to contact us with using the info below or use the form. One of our licensed agents will contact you shortly with an answer!
9am - 5pm
Mon - Fri
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