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Why choose our group?

The Flinn Wealth Advisory Group has combined experience of over 100 years, and is able to provide their clients with unique, tailored solutions.

Our role as your advisory team is to:

• Build long-term relationships with you and your family.
• Help you navigate through the many aspects of investing.
• Provide you with comprehensive wealth management.

What can we do for you?

Our goal is to provide all of our clients with clear direction and peace of mind in all aspects of their financial ecosystem. We begin that process with a conversation to discover your goals and objectives, feelings about risk, time frame and any other areas of concern and interest. Most clients have several areas requiring attention.

"We help clients with all aspects of their financial affairs; not just managing their investments. Retirement and estate planning, insurance solutions and tax planning are areas that we focus on."

Bruce Flinn, CFP®

Associate Wealth Advisor

"You know exactly the cost to do business with us. you will understand everything you own and why you own it."

Gregory Flinn,

Senior Wealth Advisor