Flynn Financial Partners, Ltd. logo

Flynn Financial Partners, Ltd. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Flynn Financial Partners, Ltd. is a fiduciary financial planning and portfolio management firm based in New Rochelle, New York, founded in 1997. It serves clients across more than 15 states and emphasizes trust and transparency as the foundation of client relationships.

Its portfolio management team meets daily to review macro themes, positions, and managers, guiding the construction and ongoing oversight of model portfolios that typically include 15 to 20 active mutual funds. The firm's approach centers on asset allocation and diversification, with tactical adjustments to overweight or underweight sectors and selection of managers who have historically performed well in similar environments. Securities are offered through LPL Financial, and investment advice is provided through Private Advisor Group; Private Advisor Group and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

Find Flynn Financial Partners, Ltd. employees' phone numbers or email addresses

Flynn Financial Partners, Ltd. Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Flynn Financial Partners, Ltd.'s Leadership

  • Stylized image of a person
    K. M.
    Partner
  • Stylized image of a person
    T. P. F.
    Managing Partner
  • Stylized image of a person
    J. P. C.
    Partner/Senior Retirement Consultant
  • Stylized image of a person
    R. P.
    Partner
  • Stylized image of a person
    P. T.
    Partner
  • Stylized image of a person
    R. P.
    Partner
  • Stylized image of a person
    M. J. L.
    Senior Partner
  • Stylized image of a person
    S. F.
    Owner/Agent

Flynn Financial Partners, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Flynn Financial Partners, Ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. M.
    Partner
    United StatesNew York
    Apr 14, 2026
  • Stylized image of a person
    T. P. F.
    Managing Partner
    United StatesNew York
    Feb 25, 2026
  • Stylized image of a person
    J. P. C.
    Partner/Senior Retirement Consultant
    United StatesNew Jersey
    Mar 23, 2026
  • Stylized image of a person
    R. P.
    Partner
    United StatesNew York
    Apr 14, 2026
  • Stylized image of a person
    P. T.
    Partner
    United StatesNew York
    Jan 14, 2026
  • Stylized image of a person
    R. P.
    Partner
    United StatesNew York
    Apr 23, 2025
  • Stylized image of a person
    M. J. L.
    Senior Partner
    United StatesNew York
    May 29, 2026
  • Stylized image of a person
    S. F.
    Owner/Agent
    United StatesNorth Carolina
    Jun 25, 2026
  • Stylized image of a person
    J. B. W.
    Partner, Private Wealth Advisor
    United StatesNew York
    Feb 17, 2026
  • Stylized image of a person
    J. C.
    Partner
    United StatesNew York
    Jan 14, 2026

Frequently Asked Questions

What is Flynn Financial Partners, Ltd. known for?

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Flynn Financial Partners, Ltd. was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Flynn Financial Partners, Ltd.'s company overview page for more information.

What is Flynn Financial Partners, Ltd.'s most common email format?

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Flynn Financial Partners, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Flynn Financial Partners, Ltd. email formats with LeadIQ.

How many employees does Flynn Financial Partners, Ltd. have currently?

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Flynn Financial Partners, Ltd. has approximately 18 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Flynn Financial Partners, Ltd.'s key employees and leadership?

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As of July 2026, Flynn Financial Partners, Ltd.'s key employees include:

  • Partner: K. M.
  • Managing Partner: T. P. F.
  • Partner/Senior Retirement Consultant: J. P. C.
  • Partner: R. P.
  • Partner: P. T.

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