Featured Business Financial Advisor in Pittsford, NY
Pittsford Financial Advisors
LynnLeigh & Company
1160 A Pittsford Victor Rd Suite A
Pittsford, NY 14534
Phone Number
“Reliable Guidance Financial Well-Being Boldly Transparent”
Advisor Profile
Kelly Olczak, CFP
Name:  Kelly Olczak, CFP
Website:  Visit Website
Disclosure Link:
https://www.lynnleighco.com/...
Disclaimer
LynnLeigh & Company, LLC, (LL&C) is an SEC- registered investment adviser that maintains a principal office in the state of New York. Registration as an investment adviser does not imply a certain level of skill or training. LL&C and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which LL&C maintains clients. LL&C may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Information posted on this site is for informational purposes only. Although we may provide data, information, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, you should not construe any such information as tax, legal, or investment advice. All illustrations are for informational purposes only, and any performance returns referenced are based on past performance and in no way represent a guarantee of future results. You are responsible for evaluating the information provided to you and any risk and reward associated with the material before making any decision based on data, information, and content on the Site. You acknowledge and agree that our firm is not acting in any fiduciary capacity, nor is any fiduciary relationship created, as a result of your use of, or access to, the Site. Investing carries the risk of loss, including the loss of principal.

About LynnLeigh & Company

BOLDLY TRANSPARENT We will tell you up-front, exactly how much our services cost. Compensation is neither hidden nor incentivized by emphasizing products for kickback payments. It's called fee-based compensation and you'll start hearing more about it from more firms because they are being required to do so. But know this: we embraced this transparent, fee-based approach before it was mandated by the Department of Labor.

APPROACHABLE Our office environment, financial tools, and client conversations are designed to respect and help you, not overwhelm or impress you to the point of intimidation. We want you to ask questions but more than that, we?ll help you understand what you don?t know to ask.

MORAL INTEGRITY We have a moral obligation to do the very best we can to add tangible value, maximized benefits, and true wealth to your portfolio and future.

HARDWORKING We are advocates for full-disclosure of advisor compensation and client respect. Anything less is a breech of honesty. These efforts are driven by a genuine act of caring and a belief that this is how the financial advisor industry should be run. That takes real effort but for us, it comes naturally.
 

General Information

CRD#:    5039125
Firm CRD#:    5039125
Name of Custodial Firm:    Charles Schwab
States Licensed in:    NY
States Willing to do Business in:    Avon,Bergen,Bloomfield,Brockport,Caledonia,Canandaigua,Churchville,Clifton Springs,Conesus,East Rochester,Fairport,Farmington,Geneseo,Hemlock,Henrietta,Hilton,Honeoye,Honeoye Falls,Ionia,Lakeville,Le Roy,Lima,Livonia,Macedon,Manchester,Marion,Mendon,Newark,North Chili,Ontario,Palmyra,Penfield,Piffard,Rochester,Rush,Rushville,Scottsville,Shortsville,Spencerport,Victor,Walworth,Webster,West Bloomfield,West Henrietta,Williamson
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    3
 

Qualifications & Memberships

Securities Licenses:    Series 63
Financial Organization Memberships:    Paladin Registry
Non-Financial Organization Memberships:    Member, Rochester Estate Planning Council Member, Investments & Wealth Institute
 

Firm Information

Firm's Number of Clients:    73
Firm's Number of Planning Clients:    73
Firm's Number of Managed Clients:    73
Assets Managed by Firm:    $93,000,000
Assets Managed by Advisor:    $42,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Compensation Methods:    Based on Assets
Additional Details on Charges:    Please see our Form ADV Part 2A for Fees for Advisory Services - Page 6

https://www.lynnleighco.com/wp- content/uploads/2018/06/ADV-2A- LynnLeigh_05_30_2018.pdf
 
 
 
Prepared By: Kelly Olczak, CFP

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