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About Synergy Investment Group, LLC
Synergy Investment Group, LLC, Pittsburgh branch, is licensed to provide financial investments and insurance to customers in Pennsylvania, Ohio and New Jersey.
The Pittsburgh branch of Synergy Investment Group, LLC, was established in 2004 by Kenneth A. Eirkson ChFC. He later formed Arriba Investment Group and Exchange Corp.
Ken received his Bachelor of Science degree from Indiana University of Pennsylvania in 1988, and the Chartered Financial Consultant designation from the American College in Bryn Mawr, PA. He is a Series 7, 63, and 24 licensed principal. He has 14 years experience in investments, financial planning and trusts with such firms as John Hancock, Walnut Street Securities and PNC Advisors.
JOIN OUR TEAM
We're looking for people to join the Pittsburgh branch of Synergy Investment Group, LLC. E-mail us, call, or stop by to explore employment possibilities within our organization. All inquiries are kept completely confidential.
If you contact us by e-mail, include your name, phone number, the best time to call, why you would like to join our organization, and a brief summary of your experience. You will be contacted promptly to set up an interview if you match our defined criteria and are located in the Greater Pittsburgh and Eastern Ohio areas.
Contact us for more details. Or call us at 866-862-1181.
PRIVACY POLICY
Synergy Investment Group, LLC is committed to safeguarding the confidential nonpublic personal information of each prospective, current and former client. We hold all personal information provided to our firm in the strictest confidence (i.e. information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.).
These records include all personal information that we collect from you or receive from other firms in conjunction with any of the financial services provided by Synergy Investment Group LLC. We have never disclosed information to nonaffiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in form policy, we would be prohibited under the law from doing so without advising you first. As you know, we use health and financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below.
We limit employee and agent access to information only to those who have a business or professional reason for knowing, as required to do so by judicial or regulatory process, and only to nonaffiliated parties as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf.) We will disclose information needed by your attorney, accountant, or insurance agent only if interaction with them on your behalf is part of the financial planning process and with your permission.
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement. It will include information about your personal finances, information about your health to the extent that it is needed for the planning process, and information about transactions between you and third parties.
For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreenments with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law. We do not give your personally identifiable information to mailing list vendors or solicitors for any purpose.
Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws, and consistent with the CFP Board Code of Ethics and Professional Responsibility. After this required period of record retention, all such information will be destroyed.
Contact us for more details. Or call us at 866-862-1181.
He is a resident of Pine Township in the North Hills of Pittsburgh, a short distance from metropolitan Pittsburgh and the Ohio line.
"I wanted to start a financial planning firm that went further than the large firms in two key areas. First, listening to the client and helping to guide them to the right solution regardless of their portfolio size. People are more than their numbers. Second, to go further in money management than just stock-versus-bond asset allocation. In this geopolitical climate, people need to be offered alternative investments and programs with principal guarantees and/or income for life guarantees to compliment traditional asset allocations."
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Ken Eirkson ChFC
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Jeremy M. Mink is a devoted husband and father of four children. He is a graduate of Rhema Bible Training Center and also of Rhema School of World Missions. He has served God and his community as a minister for 18 years, 10 years as an associate pastor. Both he and his wife Christa enjoy taking short-term trips to the mission field, and leading small groups of teenagers and adults to accomplish mission projects.
Jeremy continues to be active in his home church, Bethel Life Worship Center in Greenville, PA. He is also active in his community and school district, assisting with the local little league and cub scouts. Serving families has always been an important goal for Jeremy. As a financial professional with Synergy, he continues to strive to help others in the important affairs of life.
Jeremy’s business focus is in providing small business and retirement solutions. Some of the things that he can help with include 401k rollovers, IRAs, Annuities, Disability and Long-Term Care Insurance.
“People need someone they can trust to do the right thing. It is my goal to provide the best leadership and advice that I can to the families that I serve. Since money seems to touch most areas of our lives, I believe that I can help people become good stewards of what they have been given.”
Jeremy M. Mink
This page was last updated: October 31, 2011
