Pivotal Financial
Reviews

 
 
 
 
  EXCELLENT  
  
 Based on 33 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Craig` Lorch 
 
 
 
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First and foremost is the trust that my wife and I have developed over the past 6 years. I trust Greg implicitly with our retirement savings - not something to be taken lightly. On a more personal level, we align very closely with his moral, religious and work ethic values.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Cynthia Key 
 
 
 
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I have been a client of Greg Lynch for 14 years and have had excellent results with my investments. He has provided valuable guidance with Social Security and other financial planning decisions. We meet annually to review progress and make adjustments as needed, and I always feel well-informed and confident in the plan. I highly recommend him to anyone looking for a knowledgeable and dependable financial planner.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Dianne Miller 
 
 
 
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Greg Lynch and his staff are always hospitable. Adding that personal touch.  starting at the front desk with a personal "Welcome,  name" to the warm cookies served in Greg's office to Greg's sincere delight in seeing you again. Greg always ensures that our finances are invested in a vehicle that best serves our needs in whichever season we are in- from the work force to retirement. We not only think if Greg Lynch as our Financial Provider, but consider him a friend
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Gail Long 
 
 
 
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As always, our visit with Greg at Pivotal was informative and professional.  Thanks to the whole Pivotal Finance team.  In addition to our financial review Gail got some good information on Medicare plans from Ji.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Glenda Sinkora 
 
 
 
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Very informative and well prepared
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Bren Marlar 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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 can’t go wrong teaming up with Greg and Pivotal Fiancial for ALL of your financial needs and/or concerns. He’s 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
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 David McDonald 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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. Greg’s knowledge on the subject of all things investing made us feel extremely comfortable with his guidance.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Isabel Sotolongo 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Very knowledgeable, courteous and helpful!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Joy Young 
 
 
 
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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!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Don Ehlers 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I never would have thought that my retirement would have been well enough funded that wouldn’t have to worry about money.  We went to an hour long presentation, set up an appointment, and started the process.  I couldn’t be happier or more at ease with my retirement.  It wouldn’t have been possible without Greg’s help and guidance.  We can’t thank him enough.
  
 
  
 
 
 
   
 
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