Lynch & Associates

Lynch & Associates provides comprehensive, accurate, transparent, insightful qualitative guidance and quantitative analysis to a select group of top-tier institutional (corporate and bank) clients. Lynch delivers guidance and analysis through a highly skilled team of insurance and financial experts that is committed to establishing long-term, personal relationships with its clients. The firm ensures their corporate-owned or bank-owned life insurance portfolios are well structured, operating efficiently, risk managed, and achieving maximum growth in a tax advantageous environment. Lynch & Associates offers innovative, tailored financial solutions that appropriately match insurance assets with executive benefit liabilities and provide solid investment strategies to meet the current and emerging needs of the organization. Lynch strives for perfection in every segment of its relationships.