Latest Posts

Elevate, Inc. Welcomes Cyndeo Wealth Partners

August 2, 2022

Elevate, Inc. is proud to welcome Cyndeo Wealth Partners to our team! Cyndeo is an independent registered investment advisor, offering financial expertise, relevant experience, and a genuine empathy for helping families and individuals simplify their wealth-related decision-making. Cyndeo helps to protect assets, prudently pursue growth, and to focus on short-term goals and objectives for families and individuals’ legacies. By carefully listening and understanding goals and challenges, Cyndeo excels at extracting the roots of an individuals or family’s needs and customizing effective solutions to their situation.

Based in St. Petersburg, Florida, with clients in nearly 40 states across the United States, Cyndeo’s objective is to empower each client to maximize life’s impact throughout every transition they experience. This organization has access to a full array of capital markets and investment banking capabilities, as well as a wide range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center. Cyndeo offers a large magnitude of services including:

  • Retirement needs
  • Business succession
  • Education financing
  • Wealth transfer
  • Estate planning

Cyndeo Wealth Partners promises to put clients’ interests first and above those of the firm’s and honor their relationship every day. Cyndeo will always be available to listen, learn, and understand when it comes to anyone’s needs.

Our team is excited to work closely with Cyndeo Wealth Partners and Elevate the Tampa Bay Community together!

Learn more here: https://cyndeowp.com/

Categorized in:

This post was written by Elevate, Inc.

Comments are closed here.


Learn

See how we help our Tampa Bay clients.

Connect

Meet the right people, the right way.

Grow

Become an indispensible part of the Tampa Bay community.

Get Connected

Join our networks and stay in touch.

Read Our Testimonials

Hear what our customers have to say

“Aakash Patel, Chris Melvin and the rest of the Elevate team simply delivered. The connections Aakash made led to valuable relationships for me and new clients for RevStar. You can’t fully appreciate what Elevate can do for your business until you experience it first hand. I personally recommend their services to anybody looking to grow their network and business within the Tampa Bay community.”

Ken Pomella, PMP – CEO, RevStar Consulting

“If you’re looking to dive into the who’s who of Tampa Bay, Elevate, Inc. is the only way to go. Elevate worked closely with Tampa Bay Plumbers to help us get our foot in the door with the right business and community circles to help us grow. We appreciated Aakash Patel & Chris Melvin’s professionalism, attention to detail, and willingness to go over and above to provide us a quality service. The contacts through Elevate are numerous and professionally beneficial and the staff is always available to us. We enjoyed working with the Elevate team and will definitely keep them in mind for our future business needs.”

April Diemer – Tampa Bay Plumbers

“Working with Aakash and his team at Elevate was a great fit for our growing organization. His team helped us connect with key influencers across the region and identify opportunities. Together you work to define your goals and who you’re targeting and through their connections and network they can make warm introductions to the decisions makers you need to connect with.”

Chon Nguyen – Founder & CEO, Newgentek

“Elevate, Inc’s. business relationship building process and their specialized one-on-one client service has opened doors and created potential opportunities that we wouldn’t have been able to create on our own. If your business would benefit from business relationship building introductions, I highly recommend Elevate, Inc.”

Gary LoDuca – Founder & Owner, Thoughtful Advisors – 401(k) Plan Designs

© Elevate, Inc 2020