Insights

Niche Market Focus Patrick Lynch Financial specializes in retirement planning, insurance solutions, and employee stock ownership plans, indicating strong opportunities for cross-selling insurance products and tailored retirement investment services to individual clients and businesses.

Personalized Service Model With a focus on translating complex financial concepts into clear strategies, the company emphasizes client education and empowerment, creating upselling potential through personalized financial advisory and ongoing financial literacy resources.

Technology Utilization The firm's tech stack includes AWS and modern web tools, suggesting openness to adopting advanced digital solutions—opportunities exist for introducing fintech integrations, client portals, and data analytics to enhance service delivery and client engagement.

Market Positioning As a small firm with a personalized approach in a landscape dominated by large financial institutions, Patrick Lynch Financial can leverage its local presence and specialized expertise to attract clients seeking tailored, trustworthy financial guidance.

Growth Opportunities The company's modest revenue and size indicate potential for growth by targeting small to mid-sized businesses and high-net-worth individuals, especially through expanding its services in business financial planning, insurance products, and tailored retirement strategies.

Patrick Lynch Financial Tech Stack

Patrick Lynch Financial uses 8 technology products and services including AppNexus, Amazon Web Services, Font Awesome, and more. Explore Patrick Lynch Financial's tech stack below.

  • AppNexus
    Advertising
  • Amazon Web Services
    Cloud Hosting
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • JW Player
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • AddThis
    Widgets

Media & News

Patrick Lynch Financial's Email Address Formats

Patrick Lynch Financial uses at least 1 format(s):
Patrick Lynch Financial Email FormatsExamplePercentage
First@patricklynchfinancial.comJohn@patricklynchfinancial.com
50%
First@patricklynchfinancial.comJohn@patricklynchfinancial.com
50%

Frequently Asked Questions

Where is Patrick Lynch Financial's headquarters located?

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Patrick Lynch Financial's main headquarters is located at Denver, CO US. The company has employees across 1 continents, including North America.

What is Patrick Lynch Financial's official website and social media links?

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Patrick Lynch Financial's official website is patricklynchfinancial.com and has social profiles on LinkedIn.

What is Patrick Lynch Financial's NAICS code?

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Patrick Lynch Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Patrick Lynch Financial have currently?

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As of October 2025, Patrick Lynch Financial has approximately 2 employees across 1 continents, including North America. Key team members include Assistant: T. R.. Explore Patrick Lynch Financial's employee directory with LeadIQ.

What industry does Patrick Lynch Financial belong to?

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Patrick Lynch Financial operates in the Financial Services industry.

What technology does Patrick Lynch Financial use?

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Patrick Lynch Financial's tech stack includes AppNexusAmazon Web ServicesFont AwesomeJSON-LDModernizrJW PlayerX-Content-Type-OptionsAddThis.

What is Patrick Lynch Financial's email format?

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Patrick Lynch Financial's email format typically follows the pattern of First@patricklynchfinancial.com. Find more Patrick Lynch Financial email formats with LeadIQ.

Patrick Lynch Financial

Financial ServicesColorado, United States2-10 Employees

Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.

Under Patrick’s leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business.

Patrick finds it deeply rewarding to take the complexities of a family's finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them.

Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser.

Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When he’s not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at barb@patricklynchfinancial.com or call us at 303.218.9957 today!

Section iconCompany Overview

Headquarters
Denver, CO US
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Patrick Lynch Financial's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Patrick Lynch Financial's revenue is estimated to be in the range of $1M

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