Why choose this provider?
Mike Lynch, CFP, addresses the financial planning needs of clients in Weston. He works with customers to create a strategy based on their time horizon, risk tolerance, current financial situation, and short and long-term goals. Lynch offers services such as investment analysis, insurance analysis, estate planning, and retirement planning. He also works as a Lincoln Financial Securities Corporation advisory representative. Lynch has been in the financial industry for 25 years and has conducted more than 200 public seminars on financial planning.
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail