John Varick

John Varick

Vice President

Phone: 7136817699
Fax: 7136817609
Mobile Phone: 7134787439
E-mail:
 


With over 15 years experience in the financial services industry, my professional philosophy is to assist each individual and/ or family to formulate and address their financial life goals. I create unbiased customized investment strategies to help build, protect and preserve my client's wealth by establishing a friendly, trusting relationship which will lead to attaining those goals.

 

Cambridge Investment Research provides the framework, and Synergy Wealth Management in Houston and Austin, the support, from which I can expertly assess each client's current situation, leading to advice for future planning and investing.  Regular re-assessment of needs and portfolios is crucial to a successful investment path:  throughout the accumulation of wealth and the distribution of income after retirement.  I have earned my Series 6, 63, and 65 registrations, currently held with Cambridge Investment Research, Inc.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck