Tim Lynch

RICP®
  • Financial Advisor
  • Financial Planner
  • Investment Advisor Representative

Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.

I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Additionally, your financial situation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

  • Joined the Financial Services Industry in 2018
  • Holds the Series 7, 65, 63 Securities Licenses
  • Licensed to sell Life, Accident, and Health Insurance
  • Graduate of Saint Michael’s College with a Bachelor’s degree in Business Administration and Economics
  • Lives in North Kingstown, Rhode Island
  • Enjoys traveling, snowboarding, and spending time at the beach with family and friends

 

I am licensed and registered to offer products and services in RI, CT, and MA. Licenses and registrations will vary. Domiciled in RI.

Please contact this office for further information. Securities, and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.com. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. Domiciled in RI

Check the background of this investment professional on FINRA’s BrokerCheck