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David M
ChFC®, Series 63
Champaign, IL
Financial Synergy, Inc.
David Marrone is a ChFC® credentialed financial advisor with 29 years of industry experience. He is the principal of Financial Synergy, Inc. in Champaign, IL, and has previously worked at Commonwealth Financial Network, Inc. for 12 years. Marrone is also a notary public. Financial Synergy, Inc. serves individual clients by offering financial planning, portfolio management, tax preparation, and advisory services. The firm operates primarily on a non-discretionary basis and combines investment advice with tax expertise and licensed insurance offerings.
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