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Financial Readiness Quiz

Office

6605 Uptown Blvd NE Ste 330
Albuquerque NM 87110

Contact Info

Phone: 505-881-PLAN
Toll Free: 888-881-PLAN

mmlynch@stevelynchwealth.com

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Securities offered through United Planners Financial Services, member FINRA/SIPC. Advisory Services offered through Steve Lynch Wealth Management. Steve Lynch Wealth Management and United Planners are independent companies.

Stephen C. Lynch and Kyle K. Lynch are registered to conduct securities business in AL, AK, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MI, MN, NY, NC, NV, NM, OH, OR, PA, SC, TX, VA, WA, WY. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than NM, TX, MI.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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