Jimmy Kuhn

Jimmy Kuhn, is a Partner of Synergy Wealth Strategies, an independent financial services firm.  As a financial planner with fifteen years of industry experience, Jimmy works with his clients to accumulate and preserve wealth.  His mission is to provide high net-worth individuals with retirement planning, wealth preservation, asset allocation and tax-efficient strategies.  He works with each client’s individual needs and circumstances so suitable financial investments are recommended.

As a financial advsior he plays a central role in helping his clients meet their goals and financial well-being. Whether you want to comfortably retire, save for your children or grandchildren's education or address your estate planning goals, he will assist you in reviewing your situation and help determine appropriate strategies. He believes that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance.  Jimmy is actively involved in all stages of his client's financial and life planning and works closely with clients’ tax advisors and attorneys.

For sole proprietors, business owners and corporations--including their employees and key executives--he can provide access to a variety of retirement plans, corporate equity solutions, and business banking services.  Also, he can address the ERISA 404© to protect employers from potential liability.  In addition, he has experience with non-profit and charitable organizations to give donor education and help with Investment Policy Statements and planned giving strategies. 

In most cases, Jimmy’s client growth is by referral.  Those clients, hard-working successful people, trust his abilities and gladly delegate the management of their assets.  Jimmy’s clients choose him for his commitment, knowledge, and dependability.  Although his clients are ultimately the decision makers about their investments, and most deeply involved, they rely on him to make the recommendations and guide them through the wealth management process.  Normally he works with individuals who have assets in excess of $500,000, into the millions, but he welcomes family and friends’ accounts of most sizes.

Jimmy received his Bachelors of Finance from the University of Phoenix. He takes continuing education courses to remain on the cutting edge with developments in the financial planning profession and better serve clients. 

Currently residing in Huntington with his wife, Laura, and his two daughters, Jimmy has spent his entire life in Suffolk County, NY.