On Tuesday, February 6th from 8:00AM – 10:00AM, independent financial services practice – Lynch Wealth Strategies, Inc. will host the Warwick Valley Chamber of Commerce’s “Expresso” Morning Mixer. Attendees will have the opportunity to meet, greet and socialize with business professionals, while touring Lynch Wealth Strategies’ comfortable, spacious branch facilities, located at 3 Coates Drive, Suite 5 in Goshen. Come meet with veteran Private Wealth Advisor and practice Founder, President and CEO, Edward Lynch, along with his professional Staff. Lynch looks forward to welcoming all Warwick Chamber members and their guests for the Open House. The event is free to Chamber members on their guests, general admission is just $10. Tasty breakfast delicacies and refreshments will be served.
Lynch Wealth Strategies is a full-service, financial services practice and an independent affiliate of Raymond James (member FINRA/SIPC), a leading firm within the financial services industry. Lynch Wealth Strategies specializes in serving Small Business Owners, Professionals, Corporate Executives, Families and Nonprofit organizations, to provide them with comprehensive financial planning, custom investments portfolio design/management and a wide variety of wealth preservation strategies, including annuities, life insurance, long term care and disability insurance. Owner Edward Lynch, who’s a retired US Army Lieutenant Colonel, active community service leader and family man, finds his professional practice distinguishes itself with solid industry experience (Lynch has been industry licensed for nearly 15 years) and practice independence, which enables his branch team to always put its client interests first. In addition to retaining investments securities and life/health insurance licenses, Lynch has two unique industry designations: Accredited Asset Management Specialist (AAMS®) and Accredited Investment Fiduciary (AIF®). These special certifications enable Lynch to serve clients with estate planning and Trust management needs as well.
Lynch Wealth Strategies
3 Coates Drive, Suite 5, Goshen, NY 10924.
lynchwealthstrategies.com // firstname.lastname@example.org