Sara Lunsford

Financial Planning Assistant at Flynn Wealth Strategies Insurance Solutions Inc

Sara Lunsford's Professional Contact Details

Email (Verified)

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Get Email Address

(831) 475-0800

Location

Capitola, California, US

Company

Flynn Wealth Strategies Insurance Solutions Inc

Person Seniority

entry

Sara Lunsford's Current Company Details

Flynn Wealth Strategies Insurance Solutions Inc

Capitola, California, US • 3 Employees

finance

Our Purpose, Focus and Direction We help successful people and business owners crystallize their important financial, estate and business goals. We then design and implement creative, integrated solutions to help achieve them. Our singular focus: To make sure the plans our clients implement reflect and advance their personal, family, business and community objectives. We endeavor to do so with passion and intensity. A family-owned business since 1988, we have developed strong, long-term relationships with our clients through trust, knowledge and fidelity in service. We aspire to have a dramatic, positive impact on the lives of our clients and consider the opportunity to serve them a great privilege and responsibility. Flynn Wealth Strategies & Insurance Solutions is not owned or operated by New York Life Insurance Company or any of its affiliates. Neither Flynn Wealth Strategies & Insurance Solutions nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions. To learn more about our team, our services and our important disclosures, please use our Web site www.flynnfinancial.net. Do not hesitate to contact us for more information or to schedule a visit. 2121 41st Avenue Suite 208 Capitola, CA 95010 (831) 475-0800

Founded Year

1988

Organization Website

flynnfinancial.net

Organization Languages

English

Current Technologies

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