Jacob D. Lynch, Financial Advisor

at 161 Saint Matthews Ave Suite 7, Louisville , 40207 United States

1. Investing Service
2. Financial Planning
3. Bank/Financial Service

Financial Advisor Business Financial Advisor Ameriprise Financial Services, Inc.

Description

My Approach I understand busy lifestyles and juggling commitments and activities from one day to the next. I know what it's like to be a hard-working and busy professional, which is why I do what I can to make it easier for my clients to work with me. I offer flexibility, personalized service and a comprehensive approach to financial planning. I help my clients plan to accomplish their dreams and goals. With plans in place, they can have more time to enjoy with their families, friends, hobbies or careers, with fewer nagging financial concerns. Areas of Focus Retirement Planning Strategies Small Business Tax Planning Strategies Retirement Income Strategies Charitable Giving Employee Stock Options Family Finances Saving for Education Investments Insurance Estate Planning Strategies Retirement Plan Distribution Executive Compensation and Benefit Strategies Women's Financial Strategies Wealth Preservation Strategies Qualifications Hold Series 7 and 66 licenses, as well as many state insurance licenses I am licensed and registered to conduct business in KY. Based on licenses and registrations I hold, I may also conduct business in IN, FL, VA, CA, MO, IL, KS, OH, NY, TN. Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs What to bring A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Education Western Kentucky University - Bachelor of Science in Finance Western Kentucky University - Bachelor of Science in Marketing Community Participation I am very involved with my local church and am very blessed to have great fellowship. I participate in Louisville Young Republicans, Young Professionals of Louisville, Greater Louisville Inc., Venture Club of Louisville, & Financial Planning Assocication. I volunteer my time, effort, and resources to many charities, but most notably Special Olympics of Kentucky, Ronald McDonald House, & Families for Effective Autism Treatment. I coach club soccer and basketball. I build homes for those in need both through church and through Habitat for Humanity. I love my community and try to do whatever I can to improve it and give others a helping hand. Southeast Christian Church Special Olympics Kentucky Javanon Soccer Club SEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. Ameriprise Financial requests that visitors refrain from making endorsements of its investment advisory services. Don't use this page to submit questions about your investments or customer-service issues. Instead, contact me directly. Don't expect a reply to your comments. Please, don't give investment advice or provide any client information. Keep your comments relevant and please be respectful. Ameriprise Financial wants to help you pretect your privacy. While we maintain a presence on social media websties, we are not affiliated with them and we cannot control how they or other parties will use the information you share on it. In other words, it's up to you to read and understand the privacy policies and terms of service for each social media platform you participate in. Posts will be reviewed and treated by Ameriprise Financial according to terms of our privacy notice at ameriprise.com/privacy. Our pages are intended for US residents only.

Company Rating

986 FB users likes Jacob D. Lynch, Financial Advisor, set it to 4 position in Likes Rating for Louisville, Kentucky in Bank/Financial Service category

Summary

Jacob D. Lynch, Financial Advisor is Louisville based place and this enity listed in Investing Service category. Located at 161 Saint Matthews Ave Suite 7 KY 40207. Contact phone number of Jacob D. Lynch, Financial Advisor: (502) 894-9366