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Our mission is to help you achieve your financial goals.

In everything we do, our clients always come first. We are passionate about our integrity and relentless in our commitment to helping our clients. Our goal is to enrich the quality of our clients' lives by helping them achieve their goals. We are dedicated to providing exceptional, caring, and personalized service to our clients.

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Your Financial Future

Egan Lynch Financial Group is a third-generation family business that has been helping people achieve their financial goals for over 60 years.

Our clients are individuals, families, businesses, and not-for-profit organizations. Each one of our clients is unique and requires unique solutions. We use a comprehensive financial planning process to help our clients identify their goals, get organized, create an action plan, and put themselves in the best possible position for success. We do not offer standardized solutions. Instead, we listen, gather information, and make recommendations based on our clients' unique situation.

In everything we do, our clients always come first. We are passionate about our integrity and relentless in our commitment to helping our clients. Our goal is to enrich the quality of our clients' lives by helping them achieve their goals. We are dedicated to providing exceptional, caring, and personalized service to our clients.

CRN202105-247775

Financial Planning

We use a comprehensive financial planning process to help our clients identify their goals, get organized, create an action plan, and put themselves in the best possible position for success.

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Investment Management

An appropriate investment strategy is one that takes into account the client's specific goals, risk tolerance, time horizon, financial position, and ability to save.

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Retirement Planning

Retirement may seem far away, but it's never too early to determine how much you'll need and to begin the process of saving. Making smart financial decisions now can help impact how you live in retirement.

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Risk Management

Years of experience have prepared us to help protect your family through the ins and outs of life's many changing events. Whatever your unique situation, we have the experience and financial solutions designed to help.

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Your Personal Financial View

Your very own personal financial website. As you work with one of our Financial Advisors, you will receive access to our technology platform that puts your key financial data and critical documents all in one place! You can log-in at any time to see all of your bank, investment, and retirement accounts, as well as your progress toward the goals we establish together.

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How is Your Financial Well-Being?

We developed an interactive webinar on our Financial Wellness Strategies that we recommend all of our clients utilize. These strategies help achieve financial freedom and make choices that allow you to enjoy life.

  • Having control over day-to-day, month-to-month finances
  • Being on track to meet financial goals
  • Having the financial freedom to make choices that allow one to enjoy life

Sign up for our on-demand webinar to receive the strategies!

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