
Hello, I’m
Brian Penney
with
Capital Synergies LLC
Licensed Insurance Agent
About
Everyone's situation is unique. The first action we take is to listen to what is important to you. Capital Synergies takes the time to understand your situation - and then work to help you understand the options available to you. One of the benefits of working with us is our ability to provide clear, easily understood explanations of Medicare and financial products. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your medicare needs, financial goals and participate in the management of your finances.
While developing a comprehensive financial strategy, we will walk you through a step-by-step process that will help you feel confident in your decisions. The best way to help someone is to listen. We are able to help provide solutions to your unique situations that are based on your specific needs.
How my team helps you
Behind me is a whole team of retirement specialists dedicated to ensuring that all your needs are met. Have a question about a medical bill, finding the right specialist, or a new drug benefit? We can help!
Brian
We save you time
There’s a lot of administrative work in healthcare. Whether you need help finding an in-network provider or scheduling an appointment, let us handle it for you.
We understand what you need
As licensed insurance agents, we're embedded within our communities and are deeply knowledgeable about the needs of our clients.
We help you make sense of your benefits
Whether you have a medical bill you're trying to make sense of or want to know if a prescription is covered, you can always ask us.
We're a real person on the other line!
Give us a call at (855) 949-2097 or email help@sparkadvisors.com. Our friendly, helpful team will get you what you need.