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1821 State Route 71, First Floor North, Wall, NJ 07719

732-223-4555
info@eganlynch.com
ACCOUNT ACCESS
Meet Our Team

Meet Our Team

A third-generation family business that has been helping people achieve their financial goals for over 60 years.

William J. Egan

William J. Egan III, CFP®, CLU®

Partner & Financial Planner

732-223-4555 ext. 101

732-223-0259

Kevin E. Lynch

Kevin E. Lynch, CFP®

Partner & Financial Planner

732-223-4555 ext. 102

732-223-0259

Conor J. Egan

Conor J. Egan, CFP®, ChFC®, CRPS®, MBA

Partner & Financial Planner

732-223-4555

Matthew R. Egan

Matthew R. Egan, FSCP®

Partner & Financial Services Representative

732-223-4555 ext. 103

732-223-0259

Our Firm Relationships

When you work with Egan Lynch Financial Group to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. In order to bring you quality, innovative programs and products to meet your specific needs, Egan Lynch Financial Group is associated with Barnum Financial Group and also leverages the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.

Here is a brief overview of our firm and several of our most important business relationships:

Barnum Financial Group


Barnum Financial Group is a full-service financial planning firm that provides a full-range of investment and risk management products to over a quarter million clients in all 50 states. Barnum is an open architecture firm with access to many of the major carriers and marketplaces in the industry, which allows their representatives to offer objective advice and solutions that fit the clients’ unique needs. Like our firm, Barnum’s representatives sometimes do business under different brand names of their own but are still supported by the vast resources of the company.


MassMutual



MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: to help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services.

MML Investors Services


Barnum is a general agency of MassMutual and qualified representatives offer securities through MML Investors Services, LLC (MMLIS), a Broker-Dealer and Registered Investment Adviser subsidiary of MassMutual. MML Investors Services, founded in 1981, is one of the largest distributors of mutual funds, variable annuities and variable life insurance in the United States. MMLIS is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). MMLIS is authorized to conduct business in all 50 states, the District of Columbia, and Puerto Rico.

National Financial Services


Through our relationship with MMLIS, assets held in brokerage accounts are custodied with Fidelity Investments’ broker-dealer, National Financial Services LLC (“NFS”). Established in 1983, NFS is one of the largest providers of brokerage services including clearing and custody, tax reporting, credit management, financial planning, and advisory services.

Fidelity Investments® and National Financial Services LLC (together “Fidelity”) is an independent company unaffiliated with Barnum Financial Group. There is no form of legal partnership or affiliation between Fidelity and the other third parties listed nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 969332.2.0 MassMutual, MMLIS, NFS, MetLife and Barnum Financial Group are separate entities. 

MetLife Consumer Services, Inc | 200 Park Avenue | New York, NY 10166.  L0723033414[exp0725][All States][DC,PR]© 2023 MetLife Services and Solutions, LLC — All Rights Reserved.  CRN202609- 4968045

Barnum Financial Group Additional Locations

Iselin, NJ 

Paramus, NJ

New York City, NY

Shelton, CT