Introducing FLYNN FINANCIAL, LLC
FLYNN FINANCIAL, LLC is a trusted financial advisory firm that provides expert guidance and service to clients seeking to achieve their financial goals. With years of experience in the industry, FLYNN FINANCIAL, LLC has built a reputation for its commitment to personalized, comprehensive financial planning and investment management for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- FLYNN FINANCIAL, LLC offers personalized and comprehensive financial planning services to help clients achieve their financial goals.
- The firm also provides expert investment management services to help clients grow and protect their wealth.
- FLYNN FINANCIAL, LLC prides itself on its client-centric approach and commitment to building long-term relationships with clients.
Facts and Insights
FLYNN FINANCIAL, LLC has a strong track record of success in helping its clients achieve their financial goals. The firm’s team of financial experts is well-versed in the latest market trends and strategies, allowing them to offer sound advice and guidance to clients. Additionally, FLYNN FINANCIAL, LLC stays up-to-date on the latest financial regulations and laws, ensuring that clients receive the most accurate and relevant information.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
FLYNN FINANCIAL, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
FLYNN FINANCIAL, LLC works with a variety of clients, including individuals, families, and businesses. The firm is equipped to handle the unique financial needs and goals of each client, offering personalized solutions and strategies to help them achieve success.
Fees & Compensation
FLYNN FINANCIAL, LLC believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, with rates varying depending on the services provided. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the better the client’s portfolio performs, the higher the fee.
Background
FLYNN FINANCIAL, LLC was founded by John Flynn, a highly experienced and knowledgeable financial advisor. John has over 20 years of experience in the financial industry and holds a bachelor’s degree in finance. He is also a Certified Financial Planner (CFP) and a member of several prestigious financial organizations.
Financial Advisor Disclosures to Know
As a registered investment advisor, FLYNN FINANCIAL, LLC is held to a fiduciary standard, meaning that the firm is legally obligated to act in the best interests of its clients at all times. Additionally, the firm has a clean record with no disciplinary actions or disclosures. FLYNN FINANCIAL, LLC prides itself on its ethical and transparent practices, providing clients with peace of mind and trust in their financial advisor.