National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Kelly Olczak, CFP®

LynnLeigh & Company

1160 A Pittsford Victor Rd Suite A

Pittsford, NY 14534
(585) 6235982

Reliable Guidance Financial Well-Being Boldly Transparent

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

Firm Start Year

2005

No.of Employees

5-9

CRD#

5039125

Firm CRD#

5039125

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

15

Number of Years with Current Firm

3

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via email, At my office, Via phone, At your home, At your office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP™

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

Compensation and Fees

Fee Structure

Fee Only

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

Education

Bachelor of Arts, Psychology - Psycology

State University of New York, Geneseo
1984 - 1994

Disclosures

https://www.lynnleighco.com/disclosure/

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.