The Lynch Group of Oppenheimer & Co. Inc.
金融服务
Bellevue，Washington 4 位关注者
We provide investment advisory, wealth management and institutional services to individuals, families and businesses.
关于我们
Who We Are We provide investment advisory, wealth management and institutional services to a broad range of individuals, families and businesses. We understand no two individuals or businesses are alike. That is why our approach always begins with listening to you, understanding the whole picture and then responding in a way deemed suitable for your needs and circumstances. Sometimes that means developing a complete investment strategy and plan, while at other times it means designing a specific approach to help meet a unique need. Therefore, we respect and appreciate these differences. Fiduciary Services Our mission as trusted advocates and as longstanding Financial Advisors with Oppenheimer & Co. Inc. is to focus our business on helping Conservators, Guardians, Trustees and Guardians ad Litem (GALs) to streamline and better manage their clients’ investment needs. We work collaboratively with you to standardize and help simplify your ?nancial decision-making on behalf of your clients. Team: Darryl Lynch, AIF, Financial Advisor Peter Palumbo, AIF, Financial Advisor Kristin Sackmann, Financial Consultant Jared Christman, RCSA Elizabeth Ehlen, RCSA Laura Braaten, CSA Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile
- 网站
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https://www.oppenheimer.com/lynchgroup/index.aspx
The Lynch Group of Oppenheimer & Co. Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Bellevue，Washington