Brian Lynch

Brian Lynch Email and Phone Number

Managing Partner @ One Stop Solutions LLC
Hamden, CT, US
Brian Lynch's Location
Cheshire, Connecticut, United States, United States
About Brian Lynch

At North Ridge our principles focus on proper holistic financial planning by guiding individuals, families, and business owners through their financial world.Including:- Retirement Planning & Preparation- Investment Planning & Wealth Management- Protection Planning & Risk Management- Tax Coordination & Optimization- Estate Planning- Cashflow & Debt Management- Business PlanningWhether you're currently building wealth for the future or approaching retirement; you're very likely thinking about your money situation. Do you have questions like:* Am I going to have enough in assets or income to secure my retirement?* Could I potentially outlive my retirement nest egg?* How would a disability affect my retirement plans?* How do I protect my retirement fund from market fluctuations?* How am I doing compared to others my age?Every client is unique. That’s why we work with you to understand your priorities and customize a plan to fit your needs exactly. As people go through stages of life, such as, entering the workforce or getting ready to retire, they can depend on our Financial Professionals to be there for them, their families, and their businesses.At North Ridge Financial, we are a team of professionals who are dedicated to helping our clients realize their dreams. Our job is to be the person people turn to when they have a life-changing event. Our clients come first; we want to help them achieve their unique long-term goals through a comprehensive, holistic program of investments, estate planning, key employee planning, insurance, retirement planning & tax saving strategies.Contact me:brian@northridge-financial.com | (475) 355-0707LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, http://www.htk.com North Ridge Financial is unaffiliated with HTK.5761515RG_Jun25

Brian Lynch's Current Company Details
One Stop Solutions LLC

One Stop Solutions Llc

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Managing Partner
Hamden, CT, US
Brian Lynch Work Experience Details
  • One Stop Solutions Llc
    Managing Partner
    One Stop Solutions Llc
    Hamden, Ct, Us
  • One Stop Solutions, Llc
    Managing Partner
    One Stop Solutions, Llc Apr 2024 - Present
    Hamden, Connecticut, United States
  • Strategic Lifelines
    Financial Services Consultant
    Strategic Lifelines Jan 2021 - Present
    Cheshire, Connecticut, United States
    If you're a small business owner, your time and energy is focused on the daily demands of running your business. You may not be aware of important planning issues, though. If the unexpected happens, your business could change in an instant. Many unforeseen factors, such as changes to the economy, your health, or your key and valued employees, may cause you to have to draw on your savings or downsize your business unexpectedly. You might also be concerned with passing along your business with family or selling it. In addition, you want to take advantages of tax rules that are applicable to your situation. That’s why it’s important to address those issues now rather than later.Knowing the true value of your business is critical to proper business planning and achieving personal goals.Through our valuation process, I can help answer the questions that will lead you to make informed decisions for your future. I can take some of the uncertainty out of your future plans by providing you a comprehensive and accurate business valuation. After all, at Strategic Lifelines, we specialize in helping business owners achieve business and personal financial goals.
  • North Ridge Financial
    Managing Partner
    North Ridge Financial Jan 2023 - Jul 2024
    Cheshire, Connecticut, United States
    I have been working in and around the financial industry for several years but have found a passion with working with individuals, families, and business owners to help them understand their priorities and construct a plan to fit their needs exactly. As a result, I have dedicated myself to providing my clients with unparalleled service to help them reach their financial goals. I listen carefully to fully grasp your current needs and your future aspirations. I believe in the power of holistic planning when it comes to looking at your entire financial life and where you want to be. Being a Registered Representative with HTK helps allow me the ability to provide thoughtful support and expertise to you. I graduated CAPT scholar from North Haven High School and went onto pursue training in Business & Business Management at Southern Connecticut State University. I developed a great interest in financial services early in life due to the exposure I received growing up in a household having a father that was a nationally recognized Financial Professional. At an early age, I came to understand the importance of having a financial plan that would allow people to protect their family and build wealth for the various milestones that life brings.
  • Hornor, Townsend & Kent
    Financial Advisor
    Hornor, Townsend & Kent Nov 2021 - Jul 2024
    Cheshire, Connecticut, United States
    *LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted tothis page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 187 Danbury Road, 2nd Floor, Wilton, CT 06897 (203)966-2636. 3918230SC_Feb24

Frequently Asked Questions about Brian Lynch

What company does Brian Lynch work for?

Brian Lynch works for One Stop Solutions Llc

What is Brian Lynch's role at the current company?

Brian Lynch's current role is Managing Partner.

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