Insights

Niche Retirement Focus Patrick Lynch Financial specializes in conservative retirement planning strategies, presenting an opportunity to cross-sell advanced investment products, retirement accounts, or personalized financial tools tailored for clients nearing or planning for retirement.

Small Business Expertise With experience in facilitating employee stock ownership plans and business insurance solutions, there is potential to offer corporate financial services, including employee benefits packages and business succession planning to local small and medium-sized enterprises.

Local Market Presence Located in Denver with a dedicated professional, the company’s regional focus suggests a targeted approach for sales efforts involving semi-wealthy families and local business owners seeking personalized, trustworthy financial guidance.

Technology Utilization The use of multiple digital tools indicates openness to integrating innovative financial technology platforms, offering an avenue to introduce advanced client engagement solutions or financial planning apps to enhance client experience.

Growth Potential Although currently small with revenue under a million dollars, the company's extensive industry experience and niche services position it for growth, opening opportunities for strategic partnerships in investment management, insurance products, and digital marketing support.

Patrick Lynch Financial Tech Stack

Patrick Lynch Financial uses 8 technology products and services including AppNexus, iCIMS, Open Graph, and more. Explore Patrick Lynch Financial's tech stack below.

  • AppNexus
    Advertising
  • iCIMS
    Applicant Tracking Systems
  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • Lodash
    Javascript Libraries
  • YouTube
    Video Players
  • Piwik PRO Core
    Web Analytics
  • 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
100%

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, Colorado United States. 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 SIC code NAICS code?

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Patrick Lynch Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Patrick Lynch Financial have currently?

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As of May 2026, 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 AppNexusiCIMSOpen GraphFont AwesomeLodashYouTubePiwik PRO CoreAddThis.

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, Colorado United States
SIC Code
6282 - Investment Advice
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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