Daly Lynn R Cltc

Information may not be reliable

Specializing in Retirement and Estate Planning

FOCUS FINANCIAL2665 Long Lake Road | Suite 270

Team Daly - Biography
Why Work With A Financial Advisor?

Specializing in Retirement and Estate Planning

Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. Lynn R. Daly joined Focus Financial Network, Inc. on July 27, 2001. She is proud to be a part of such a wonderful group of Advisors and Staff.

As one of the largest independent, non-proprietary advisory firms, Focus Financial manages more than $1.7 billion in assets*. Weve been ranked as one of the metro areas Top 25 Asset Management Firms and one of the top 10 Certified Financial Planning firms by the Minneapolis St. Paul Business Journal.

Large enough to provide stability, resources and a variety of services, yet small enough to provide personalized service, Focus Financial prides itself on maintaining a client-focused approach.

Focus Financial includes more than 100 advisor professionals and employees many of whom have attained Certified Financial Planning designation with expertise in a variety of practice areas.
We work with our broker/dealer, Royal Alliance, to provide comprehensive, ongoing advisor oversight.
We have experience working with a range of clients, from retirees to accumulators, employees to employers, and executives to business owners. Our advisors, working closely with other professionals where needed, address all areas of financial, business, tax, and estate planning.
We work toward building long-term, high-trust relationships designed to help you achieve your goals.

*Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management.