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Synergy Bound Wealth ManagementFinancial advisor in Beaver Dam, WI

Synergy Bound Wealth Management is a financial advisor at 121 Front St Ste 4, Beaver Dam, WI 53916, ranked #4 of 14 financial advisors in Beaver Dam and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Beaver Dam, WIUpdated 0 paid placements in any rankingHow we rank

Call (414) 299-0003Website ↗

Key facts

Key facts about Synergy Bound Wealth Management
Address121 Front St Ste 4, Beaver Dam, WI 53916Get directions
Phone(414) 299-0003
Websitesynergyboundwealth.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Beaver Dam and 3 towns within 25 miles: Waupun, Watertown and Hartford.

Based in Beaver Dam, WIView on map

Opening hours

Opening hours for Synergy Bound Wealth Management
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Synergy Bound Wealth Management

How is Synergy Bound Wealth Management ranked in Beaver Dam?

Synergy Bound Wealth Management is ranked #4 of 14 financial advisors in Beaver Dam by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Synergy Bound Wealth Management’s hours?

Synergy Bound Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Synergy Bound Wealth Management serve?

Serves Beaver Dam and 3 towns within 25 miles: Waupun, Watertown and Hartford. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Synergy Bound Wealth Management?

Synergy Bound Wealth Management has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Synergy Bound Wealth Management?

Call Synergy Bound Wealth Management on (414) 299-0003. The business is at 121 Front St Ste 4, Beaver Dam, WI 53916. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Synergy Bound Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Synergy Bound Wealth Management (this business)—635.0 (5)NoNo
Associated Bank#2663.2 (24)YesNo0.2 mi
American Bank - Beaver Dam, WI#3644.6 (7)NoNo0.0 mi
First Light Financial Advisors - Thrivent#5635.0 (5)NoNo2.1 mi

See all 14 ranked financial advisors in Beaver Dam