We provide our clients with an array of financial services, including personalized financial planning, wealth management, corporate retirement plans, and all points in between. Since each client’s unique life and financial history requires its own roadmap, we custom-build a plan for every single client, designed specifically for their individual trajectory. We’re proud to have been in business for over 25 years and over those years we’ve developed some of the most experienced, comprehensive and technically sophisticated capabilities in our industry. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Dietz & Lynch Capital may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from Dietz & Lynch CapitalWebsite | http://www.dietzandlynch.com |
Revenue | $1 million |
Employees | 5 (3 on RocketReach) |
Address | 28 Green Street, Newbury, Massachusetts 01951, US |
Phone | (978) 225-8386 |
Fax | (978) 225-8398 |
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Industry | Financial Services, Finance General, Retirement Solutions, Finance, Customized Wealth and Investment Management, Transparent Fiduciary Services |
Competitors | Foundation Wealth Advisors, LLC, Independent Investment Services LLC, Midwest Financial Advisors Group, The Virtus Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Dietz & Lynch Capital annual revenue was $1 million in 2024.
3 people are employed at Dietz & Lynch Capital.
Dietz & Lynch Capital is based in Newbury, Massachusetts.
The NAICS codes for Dietz & Lynch Capital are [52393, 5239, 52, 523].
The SIC codes for Dietz & Lynch Capital are [628, 62].