Financial Consulting

Financial Consulting
Summary

[Kevin T. Mix]

Kevin T. Mix

Financial Consultant / Managing Partner

kevin@thesynergyfg.com

P: 1.888.200.5954

F: 1.888.280.9822

C: 517.719.5421

www.TheSynergyFG.com

https://brokercheck.finra.org

As the contracted Financial Representative for Astera Credit Union in the Greater Lansing Area, Kevin provides Astera Members with professional assistance, quality financial products, and dependable service. Kevin is a Financial Consultant with Synergy Financial Group and offers a wide array of securities and investments through Gradient Securities; a broker/dealer and member of FINRA/ SIPC. Kevin is licensed in the states of Michigan, Ohio & Texas.

Kevin has been guiding clients toward brighter financial futures for 18 years and has been in a strategic alliance with Astera Credit Union since 2009. He has knowledge in a wide array of financial services from wealth accumulation to retirement and estate planning. Kevin has a special talent for translating complex financial issues into simple, understandable concepts, as well as creating an action plan to meet your individual objectives.

If you would like to speak with Kevin one-on-one, email kevin@thesynergyfg.com with a phone number and the best time to be contacted and he will be in contact with you to discuss your brighter financial future.

Kevin's schedule is as follows:

  • Monday, Wednesday, & Friday --Saginaw Highway
  • Tuesday -- DeWitt
  • Thursday -- Jolly Road

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866.991.1539). Astera Credit Union, Synergy Financial Group and Gradient Securities, LLC are all separate entities.