About CynergyData Texas LLC: CynergyData Texas specializes in offering merchant services to small- to medium-sized businesses, especially ones in the Central Texas Area. Our business model rests on having the highest customer retention percentage in the industry(93%). And we achieve this, not with long-term contracts, but with the most competitive rates and equally unbeatable personal service. We are unusual among merchant services providers in that our customers actually love us and appreciate what we do for them. And, of course, in return, we love our customers, and appreciate them for allowing us the privilege of working with them as valued partners.I focus on people in or near retirement, who want to reduce risk and taxes. UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferr

CynergyData Texas LLC is located at 206 W Main St. Ste #112 Round Rock, TX 78664. Please call at 512-250-2380 for more information about their service, office hours, warranty and license.

CynergyData Texas LLC began to serve the community in 1992. The areas it serves include Round Rock, TX districts. The towns and cities it serves include Round Rock. CynergyData Texas LLC accepts the following forms of payment: MasterCard, American Express, Discover, Check, Visa.

Its office number is 512-250-2380. CynergyData Texas LLC does not have a web site in our record.

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