Meet greg lynch
Founder / President
Most people when they leave their financial advisor feel confused about what’s happening with their money.
We at Pivotal Financial are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.
Our Promise to You
Our Game Plan
It’s our job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. We will continually evaluate your situation to make sure your financial plan is on track towards your goals and keep you updated as your life changes.
An Investment Advisory Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.
Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.