Lynch Wealth Advisors
Financial Advising
Why pick this one
Lynch Wealth Advisors has been providing financial planning services since 2011 and specializes in business succession planning.
Best for
- small business owners planning for growth and transition
- families preparing for retirement
Look elsewhere if
- seeking a standard template financial plan
- looking for proprietary product recommendations
Specialties
- retirement income planning
- business succession planning
- investment planning
Certifications
- Certified Exit Planning Advisor
What makes them different
- focus on financial planning for small business owners and families
- independent with no proprietary products
- complimentary portfolio and coverage reviews
- Years in business
- since 2011
- Serves
- Raleigh, NC
Distilled from this business's own website.
Contact & Location
- Address
- 4208 Six Forks Rd, Raleigh, NC 27609-5733
- Phone
- +19198254854
- Website
- http://LynchWealthAdvisors.com/
- andrew@lynchwealthadvisors.com
Services
- financial planning
- business planning
- retirement planning