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VerifiedFinancial Services· Founded 2013

Linch Financial, Llc

Linch Financial’s investment management experience assists clients in clarifying their goals and objectives and identifying appropriate investment strategies to reach those goals. Linch Financial has counseled clients in the most difficult and rewarding financial market conditions, applying unsurpassed investment knowledge that protects their wealth through sound and prudent diversification. Linch Financial specializes in comprehensive financial planning, retirement planning, stock selection, merger-arbitrage, dynamic asset allocation strategies, and estate planning. Linch Financial's investment strategy caters to high net worth clients. Minimum investment of desired.

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HeadquartersSouthlake, United StatesEmployees3(1 to 10)Founded year2013Websitelinchfinancial.comLinkedIn profileLinkedIn

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Top roles at Linch Financial, Llc

3 distinct titles indexed · top 3 shown.

  • 1director of marketing
  • 1president chief portfolio manager and investment adviser
  • 1vice president investment adviser representative

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