Cyndeo Wealth Partners, a local investment advisory firm based out of St. Petersburg, FL, boasts an impressive track record with over 390 individual clients and a staggering $1,459,563,000 in assets under management. With three strategically located offices, they cater to a diverse range of clients seeking comprehensive financial solutions. While Cyndeo Wealth Partners' expertise extends beyond 401K and individual accounts, these assets represent less than 30% of their total under management. Nevertheless, the firm possesses the capability to effectively manage employer funds, making them a valuable partner for businesses seeking...