The Lynch Financial Group
Financial Services
6 Drummond Pl
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
The Lynch Financial Group Overview
- Headquarters
- 6 Drummond Pl
- Website
- peterlynchinc.com
- Industry
- Financial Services
- Employees
- 6
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The Lynch Financial Group
Our team has 25+ years of experience in making your tax and retirement planning process as simple and stress-free as possible. The Lynch Financial Group is a professional consulting firm representing clients in need of retirement and tax guidance and knowledge. The process of preparing for your retirement can be confusing, time-consuming, and extremely stressful. Our guidance and strategic personalized planning can help you avoid critical errors that can derail the retirement you've worked hard for your entire career. We are committed to providing the best service and customer experience to you. Our goal is to help ease our client's minds so that they can enjoy the retirement that they've earned. Let's get started, you can reach out to us by phone, email, LinkedIn or our Website to schedule your free consultation. Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
The Lynch Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
The Lynch Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Corey Shevlin, Bpc | Securing Your Financial Future Powered |
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|
| M. Jay Lynch | Owner and Wealth Manager, Lynch | Geneva, Nebraska, United States |
Email
|
| William Lynch | Managing Director - Lynch Financial Group | Middletown, New Jersey, United States |
Email
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| Liz Vasquez | Client Services Associate at the Lynch | Red Bank, New Jersey, United States |
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Employees by Management Level
Executive
1 profile
Director
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
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