Review Jacob D. Lynch, Financial Consultant In jefferson, kentucky, united-states | Finance In Jefferson
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Jacob D. Lynch, Financial Consultant
Jefferson,
Kentucky,United-states - 40241
Detailed description is Financial Advisor.
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Custom Solutions to Your Financial Concerns Relieve financial stress and worry to live an abundant life!.
Tailored advice and asset management services.
Solutions to Your Financial Concerns.
Why I Do What I Do.
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I am passionate about helping people change their perspective on money, get what they really want in life, and profoundly impact the world through others..
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How I Do What I Do.
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I help clients identify and prioritize their needs and help find solutions to those one at a time.
Working together, we plan to accomplish their objectives and avoid the pitfalls, using our resources and experiences..
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What I Do.
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I provide financial advice for a living and help people be wise stewards of what they've worked hard for and been blessed with..
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Why Choose Me?.
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Have you ever put something off until a financial matter was resolved? Do you ever worry about the motives of those advising you about the markets and your money?.
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Most people have doubts and concerns in life, especially around their finances.
They often let these preclude them from living life to its fullest.
My desire is to address that uncertainty with a new outlook of what financial security is, and the role it plays in our lives.
Through a process grounded in faith-based principles, I strive to rid clients' concerns so they can focus on what's important to them..
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I believe that if we replace the worry and stress in our lives around finances with confidence and a new perspective, we could cause significant change in our communities with our newly found resources, helping us live more rewarding lives!.
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Interests.
Enjoy traveling to new places, reading, playing sports and being outdoors, investing, and microfinance and other philanthropic endeavors..
Love to hang out with friends and family and enjoy company of great people, or get to know new friends..
I'm interested in making a significant difference and impact in the lives of others and my communities....
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Community Participation.
I am very involved with my church and grateful for it and its mission..
Participate in Louisville Young Republicans, Young Professionals of Louisville, Greater Louisville Inc., Venture Club of Louisville, & Financial Planning Assocication..
Volunteer my time and resources to many local charities, mostly Special Olympics Kentucky and Habitat for Humanity..
Coach youth club soccer for Javanon..
Try to give a helping hand wherever and whenever possible in my community.
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Areas of Focus.
Retirement Planning Strategies.
Tax Planning Strategies.
Retirement Income Strategies.
Insurance.
Small Business.
Charitable Giving.
Women's Financial Strategies.
Executive Compensation and Benefit Strategies.
Investments.
Employee Stock Options.
Sustainably Responsible Investing.
Social Security Retirement Benefits.
IRA Rollover.
Wealth Preservation Strategies.
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10 Years of Experience.
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Qualifications.
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Hold Series 7 and 66 licenses, as well as many state insurance licenses.
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Education.
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Western Kentucky University - Bachelor of Science in Finance.
Western Kentucky University - Bachelor of Science in Marketing.
Professional Associations.
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Financial Planning Association.
Kingdom Advisors.
National Association of Insurance and Financial Advisors
Established in the recent years jacob d.
lynch, financial consultant in jefferson , kentucky in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this jacob d.
lynch, financial consultant is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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