Proactivity. Integrity. Insight.®

Synergy is the key to helping our private and institutional clients succeed, and it all comes together at GYL Financial Synergies®.

How we work
  • Individuals & Families

    Our job is to serve and improve the lives of our clients, our colleagues, and our community.

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  • Institutions

    We help institutions — like municipalities, corporations, foundations, and insurance pools — fulfill their fiduciary responsibility.

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  • 25 Years of collaborative experience
  • 67 Professionals
  • 5 Locations
  • 10.8 $ Billion in AUM / AUA*

An advisory firm with a conscience

As a trusted financial advisor, nothing means more to us than our client’s financial stability and well-being. Integrity, honor, discipline, and compassion aren’t just words to us — they are the code of ethics our firm is built on and the core values that guide every decision we make.

Updates & Perspectives

We share insights and perspective from our team covering global investment markets.


Let us answer your questions.
Call 844.248.9998 (West Hartford) / 800.491.8875 (Westport) / 973.605.1448 (Parsippany) / 646.277.7310 (New York) / 610.688.0616 (Wayne)
or email
*Click here to view important disclosures