Steven Haag

Steven Haag

714-280-6309

Investment Advisor Representative

495 E RINCON STREET
SUITE 150
CORONA, CA 92879

m714-280-6309 w951-286-0339

Schedule a Call

Synergy Financial

588,123

In 2021, our company's financial professionals helped hundreds of thousands of families and individuals prepare for a better financial future.

Our MissionNo Family Left Behind

We see a future in which everyone has access to a financial education and a better chance to become financially secure and independent.

Our MissionFor Families and Individuals

To help everyday families and individuals get the financial education, protection, and independence they need to pursue their dreams for tomorrow.

To become a client,

call 714-280-6309, or...

Schedule an Appointment

54,840

More people are deciding to build businesses that address the growing needs of middle-income families and individuals for financial services.

4.6M

Since 2001, our company's financial professionals have helped more than 4.6 million families and individuals across North America prepare for a better financial future.

22%

WFG has seen record growth, and the company continues to grow. In fact, commissions paid to field increased in 2021 by 22%.

136

Entrepreneurs earning at least $1 million since 2001

Our MissionFor Entrepreneurs

To empower financial services entrepreneurs from all backgrounds with the tools they need to accomplish our massive mission for families and individuals.

To explore business ownership
call 714-280-6309, or...

Email Me For Appointment

Community Partnerships

Community Partnerships

Excellence is never an accident; it is the result of high intention, sincere effort, intelligent direction, skillful execution and

the vision to see obstacles as opportunities.