The Lynch Financial Group
Financial Services • 
Red Bank, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 6 Drummond Pl, Suite 2, Red Bank, New Jersey 07701, US |
| Phone number | +17322121311 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, IRA, Holistic Financial Planning, Retirement Planning, Life Insurance, Long Term Care, Financial Planning, Estate Planning, Taxes, Investment Management, Legacy Planning, Tax Management, Retirement Income Planning, Charitable Gifting, Social Security Services, Employer Sponsored Plans, Roth Conversions, Required Minimum Distributions, Tax Deduction Strategies |
| Employees | 1-10 |
| Socials |
Key Contact at The Lynch Financial Group
Elaine Destephano
Director Of Operations
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 revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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Employees by Department
The Lynch Financial Group has 1 employees across 1 departments.
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Funding Data
The Lynch Financial Group has never raised funding before.
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