Skip to content

Why Work With A CSP Advisor

For Investors

Whether it’s growing your business, setting up unique retirement plans, or establishing a legacy by which you will someday be remembered – you seek guidance from a professional trusted advisor to help you build, achieve, and create.

Capital Synergy Partners provides our financial advisors and their clients with a wide range of investment products and services from some of the most well-respected financial services firms in the industry. CSP does not offer any proprietary products, and with access to leading independent research, our advisors are able to provide unbiased and objective solutions to meet their client’s unique investment needs.

Products and Services

  • Advanced Estate and Retirement Design
  • Direct Participation Products
  • General Securities
  • Investment Advisory Services
  • IRAs
  • Lending and Banking Services
  • Mutual Funds
  • Qualified Retirement Plans
  • Trust Services
  • Variable Annuities
  • Variable Life Insurance

Investor Accounts

With convenient, safe access to your account information 24 hours a day, seven days a week, you’ll know exactly where you stand every day.  You can choose to go paperless with online versions of your monthly statements, trade confirmations, tax documents and other important shareholder information.  

Why Work With A CSP Advisor




2860 Michelle Drive, Suite 150
Irvine, CA 92606

FINRA | BrokerCheck | SIPC | MSRB | Privacy Policy

The Capital Synergy Partners® (CSP) Web site is maintained exclusively for active producers appointed with CSP, and is intended for broker use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CSP Web site by its users is strictly prohibited.

© CSP | Designed by Apis Productions