About Us
Who are we?
Synergize Financial Group is an insurance brokerage located in Matthews, North Carolina. We offer a wide range of insurance products from simple term life insurance to annuities to all things medicare for individuals and families. As an independent agency, we are not tied down to a single insurance company, in-fact we represent over 100 carriers and products. This allows us to find the perfect policy that combines the best coverage, service and value for you.
Timothy Winslow
Founder & Owner
NPN: 18708064
Timothy is the founder and owner of Synergize Financial Group. With Timothy’s experience in insurance industry, he has focused on the needs and goals of the retiree community, specifically assisting Medicare solutions. Timothy and the team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.
Timothy grew up in Waxhaw, NC, where he learned the values of hard work, honesty and integrity. He graduated from NC State University in 2016 with a B.S. in Sports Management. Shortly after graduation, he found his calling as an insurance broker where he continues to help clients find the best life insurance, final expense, annuities and Medicare policies for their position in life.
Our Core Values
These values shape how we conduct business and we believe in staying true them
Synergy
The interaction or cooperation of two or more organizations to produce a combined effect greater than the sum of their separate effects.
Education
We spend countless hours getting to know you, your situation, and the best products to help you make the best decision possible.
Candor
Openness, honesty and sincerity. No beating around the bush or hearing what we think you want to hear. Truthfulness in a frank manner.
Proactivity
Behavior that endeavors to solve a problem before it has occurred. We regularly assess life transitions and create plans to help you manage them.
What We Bring to the Table
We offer the services and financial expertise you need
Local to You
We are located in Matthews, NC just a few miles south of Charlotte. We have lived in and supported this community since 2001
Finely-Tuned Process
Our process is focused on helping you achieve your financial goals and to protect your legacy
Trust
You'll work with a professional & fully licensed team that can help your achieve your financial goals
Financial Stability
We only work with the strongest rated insurance and finance companies so you never have to worry
Life-Time Service
We work for YOU! Whether you have a simple question about your policy or need help with a claim, we are here for you
Expert Advice
Life is filled with uncertainty. We strive to help you navigate the ever-changing landscape that is insurance