Financial transactions in the United States are strictly regulated, Lynch Financial Advisors, Inc (LFA), ask that you read this information with the understanding that we welcome your questions, comments or feedback. You may contact us at (916) 772-3103.
LFA is a registered investment adviser providing fee-only financial and investment management. We are located at 1700 Eureka Road, Suite 155, Roseville, Ca. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. Please contact Ricky Chohan at 916-772-3103 to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.
At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of LFA. LFA does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. LFA does not necessarily endorse or recommend any commercial product or service described at these websites.
This web site provides general information about LFA along with access to additional information. It is not intended to offer investment or financial planning advice. This web site is limited to the dissemination of general information pertaining to its advisory and financial planning services, together with access to additional investment-related information, publications, and links. The publication of the LFA web site on the Internet should not be construed as LFA solicitation to effect securities transactions, or the offering of personalized advice over the Internet. Therefore, LFA does not and will not offer investment advice of effect security transactions over the Internet. Any subsequent, direct communication by LFA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
LFA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to LFA’s web site or incorporated within, and takes no responsibility for any such information. All information is of a general nature and provided solely for convenience purposes only. It should not be construed as investment advice and all users thereof should be guided accordingly.
As a Registered Investment Advisor with fiduciary responsibilities, LFA provides personalized investment and/or financial planning advice only within the context of contractual agreements with clients, and only after a review of the client’s situation. LFA will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Brochure”) prior to commencing an Advisory relationship. Existing clients will receive an offer to receive a copy on an annual basis.