MassMutual financial professional.

Michael Lynch, Jr.email

uFinancial Group - Exton

111 E Uwchlan Avenue
Exton, PA 19341

  • Professional Story

    PROFESSIONAL SPECIALTIES:
    Business Succession Planning & Executive Compensation
    College Education Planning
    Comprehensive Financial Planning
    Employee Benefit Design & Management
    Estate Planning and Analysis
    Investment Planning, Portfolio Analysis & Design
    Life, Disability Income and Long Term Care Insurance
    Retirement Planning – Individual & Small Business

    QUALIFICATIONS:
    Chartered Financial Consultant (ChFC ®)
    - The American College, 2010
    CERTIFIED FINANCIAL PLANNER (CFP ®)
    - Certified Financial Planner Board of Standards, Inc., 2007
    Investment Advisory Representative
    - MML Investors Services, Inc., 2006
    Registered Representative
    - MML Investors Services, Inc., 1994
    Financial Services Associate
    - Wienken & Associates – 1994
    Licensed Insurance Agent - 1993
    BSBA Accounting
    - Shippensburg University 1992

    PERSONAL:
    D.O.B. - November 3, 1968
    Married - Mary Teresa Stewart Lynch – June 20, 1998
    Children - Madison, Allison & Natalie
    Resides - West Chester, PA
    Member - Saints Simon & Jude Church, West Chester, PA
    Hobbies & Interests - Coaching, Fitness, Golf, Reading, and Spending Time With Family

  • Languages:
    • English

  • Credentials:
    • CFP®
    • ChFC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies

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