Pivotal Financial & Insurance Services

Very knowledgeable, courteous and helpful!
Jan 5th, 2022

I attended a seminar with Greg, and got so much out of it I returned with my husband for a second round. So much relevant knowledge flowing from this talented professional. And now we are grateful for Greg's continued wisdom as we look to him for guidance regarding our decisions as we approach retirement! Truly a trusted advisor!
Jan 3rd, 2022

I attended an informational seminar about upcoming changes to Social Security put on by Pivotal and Greg Lynch where I received a small packet of information. I took the information home and studied it realizing I would need further guidance. I set up a meeting to discuss my status for retirement. Greg asked me to provide him with more details of what my financial status was which I did a week or so later. After a second meeting he put together a multi-faceted proposal of how I might best invest my money. We met again to finalize and setup my IRA and annuity. Greg also gave us advice for social security and medicare. Gregs knowledge on the subject of all things investing made us feel extremely comfortable with his guidance.
Dec 21st, 2021

Is it OK for me to say that Greg Lynch is the G.O.A.T.??? I am not computer savvy and once again he explained in very easy to understand language how to navigate this website to leave a review! This is also how he explains financial investments. As many others have stated, I also attended one of his Medicare/retirement seminars and was very impressed by his in-depth knowledge. At the time, I had recently retired and knew that I would have to do something with my 401(k). He handled my accounts very professionally with no pressure, just what would be in my best interest. I feel very confident with his services and enjoy his updates and weekly newsletter. You cant go wrong teaming up with Greg and Pivotal Fiancial for ALL of your financial needs and/or concerns. Hes very hands on and always accessible if you ever have any questions. Thank you so much Greg for all your help! I enjoy watching my money grow! GREatestG
Dec 11th, 2021

Dec 4th, 2021