Lynn R. Daly, Financial Advisor, specializing in ongoing retirement cash flow planning to affluent pre- and post-retirees. Her primary office is in Woodbury, MN and she lives in St. Paul, MN, with her husband Tim, and daughter Ava. Her hobbies include gardening, reading, and travel.
Lynn is the founder and owner of Daly & Associates (at Focus Financial). Her industry designations include the Certified Long Term Care Specialist (CLTC), Certified Divorce Financial Analyst (CDFA) and Disability Income Associate (DIA).
She holds the Series 7, 6, 65, and 63 securities registrations and is registered for investments in AZ, CO, FL, MN, MS, and WI. She is licensed to sell and help you to evaluate Long Term Care, Disability, Life, Health, Variable Life and Property Casualty Insurance. A proud member of the Financial Planning Association (FPA), University of Minnesota Alumni, and St. Paul Area Chamber of Commerce, Lynn also volunteers for Junior Achievement and Best Prep.
Services & Experience:
Lynn is dedicated to developing lasting relationships with all her clients. One of the benefits of working with Lynn is her ability to provide clear, easily understood explanations of financial products and services. She is also a great listener.
Daly & Associates is a dedicated team that develops and maintains lasting relationships with our clients. As we look ahead, we remain committed to helping you go beyond the success you are seeing today. We strive to provide you with a culture of quality, with clear and transparent communication, realistic expectations, value, and an ongoing appreciation for your business. We use an active management investment process and our fees are competitive. By providing exceptional customer service and continual education, our goal is to define and exceed your expectations.
Woodbury MN 55125