CLIENT CENTERED
Our clients are not just numbers to us. We spend quality time with our clients to fully understand their situation and aspirations. Life is full of ever-changing circumstances. As such, Financial Planning and Portfolio Management is an ongoing, continuous process.
We tailor our investment strategies to evolve and adapt as client’s objectives and goals shift over time.
The type of clients we serve include families, retirees, small business owners, medical professionals, and entrepreneurs to name a few. We are very proud to say that over the years, we have – and continue to work with multiple generations of families.
Simply stated, our mission is to – help hardworking people, have their money working hard for them.
FIDUCIARY COMMITMENT
We are a fiduciary. Which means we are legally required to act impartially and provide advice that is in the best interest of our clients.
If your financial advisor doesn’t have a fiduciary duty to you, it’s possible they may choose investments that may pay them, or their firm more compensation, over ones that would be a better fit for you.
At Flynn Financial, our loyalty is to our clients. Recommendations are provided for our client’s benefit only. We aim to choose investments with the utmost objectivity and integrity. We strive to eliminate conflicts of interest, which allows us the freedom to manage your money in the best possible manner without bias.
EXPERIENCED TEAM
Jon T. Flynn, Sr. CFP®
Principal / Senior Investment Advisor
Jon Flynn established Flynn Financial, LLC, a registered investment advisory firm, in 2011. He has been providing comprehensive financial planning and investment services to the people of northeastern Pennsylvania and beyond, for over 25 years.
Jon earned an undergraduate degree in Finance (Financial Planning Concentration) and has been a CERTIFIED FINANCIAL PLANNERTM professional since 1999. Current licenses include CFP®, Series 65, PA Life & Health Insurance. Previously held licenses include Series 7, 63, 9, 10.
Monique Buttner, MBA
Administrative Director
Monique Buttner earned an undergraduate degree in Business Administration along with a minor in Marketing 1988. In addition, she acquired a Master of Business Administration degree in 1997.
She has over 30 years of experience working in the financial service industry, including retail banking, retirement plan services, client administration, and investment advisory firm compliance.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.