Daniel "Mac" Lynch - Cfp®, Cltc Email & Phone Number

I, along with the other members of the Lynch Team, specialize in managing the wealth of private clients and families. Our goal is to help the client organize their goals and then through a hands-on approach, establish a path to reach those objectives. Further, we aim to individualize our approach to the client’s unique circumstances to not only help guide the client, but also educate him or her on the often confusing nature of the financial world. Therefore, we strive to establish a connection based on the client’s terms and, in doing so, transcend that of the average business relationship.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Mutual Funds, Investments, Retirement Planning, Finance, and 20 others.