Reviews of Steve Lynch Wealth Management (Financial Consultant)

Mari Galvez

Steve Lynch is my secret weapon to building my wealth!

joe felice

Financially, the best use of our time was when we chose to sit down with Steve Lynch in 2005 to plan towards our retirement. Since then, we have exceeded our expectations. We feel, that Steve Lynch is helpful for all that are planning for their future. We recommend that everyone take the opportunity to sit down for a free consultation with Steve Lynch to discuss decisions about their future finances. Joe & Mitzi Felice

Randall Gann

If building wealth is your goal, Steve Lynch Wealth Management is the place to start! Steve is a straight-shooting, no-nonsense kind of guy. He can go over your household budget and find ways for you to begin saving your money and building a nest egg. Steve will never call you with the latest "hot stock tip" because he's not some film-flam man. Instead, Steve will help you save and invest your money for long-term growth. If you want honest help saving money and building wealth, forget the day traders and hot stock websites---call Steve Lynch Wealth Management and work with a team that is on your side! It costs a lot less than you think, and there is no judgement, only honest answers and professional guidance.

Andre Durham

Working with the Lynch team to plan for my financial future has been a pleasure. They're able to help adapt the way you think about finances to further benefit you in the future. Steve, Kyle, and Jesus are always able to help with any questions or needs. Getting started was the hardest part but once I got setup and saw the potential planning has, it really hits home that not making a plan at all is the same as failing to plan. Get in touch with them to plan for your future!

joe felice

Financially, the best use of our time was when we chose to sit down with Steve Lynch in 2005 to plan towards our retirement. Since then, we have exceeded our expectations. We feel, that Steve Lynch is helpful for all that are planning for their future. We recommend that everyone take the opportunity to sit down for a free consultation with Steve Lynch to discuss decisions about their future finances. Joe & Mitzi Felice

Randall Gann

If building wealth is your goal, Steve Lynch Wealth Management is the place to start! Steve is a straight-shooting, no-nonsense kind of guy. He can go over your household budget and find ways for you to begin saving your money and building a nest egg. Steve will never call you with the latest "hot stock tip" because he's not some film-flam man. Instead, Steve will help you save and invest your money for long-term growth. If you want honest help saving money and building wealth, forget the day traders and hot stock websites---call Steve Lynch Wealth Management and work with a team that is on your side! It costs a lot less than you think, and there is no judgement, only honest answers and professional guidance.

Meaghan Baca

Being in my early 20’s I didn’t know what my next move would be but as soon as I walked in the door they helped me open my eyes to all that is possible and to top it off the process was extremely easy. They were very informative and professional, I'm having an absolute great time learning about all the ways to grow wealth and actually starting to grow it myself! It goes to show you are never too young or too old to start planning for your future and it’s definitely something I would recommend for everyone to consider doing even if you have student loan debt or even other debts.

Ricardo A

I've been with Steve for about 8 years after I was laid off from my job. Steve helped me take control of my retirement by rolling it over into an IRA. He helped me by choosing investments that were right for me. I'm not knowledgeable in that but I'm glad to know I have a professional who's looking out for me. Since then he's helped me continue saving and I've sent several family members to start accounts as well. I highly recommend the staff at Steve Lynch Wealth.

Andre Durham

Working with the Lynch team to plan for my financial future has been a pleasure. They're able to help adapt the way you think about finances to further benefit you in the future. Steve, Kyle, and Jesus are always able to help with any questions or needs. Getting started was the hardest part but once I got setup and saw the potential planning has, it really hits home that not making a plan at all is the same as failing to plan. Get in touch with them to plan for your future!

Tim Gannon

I have had my account with Steve's Company for over five years. I've watched my account grow, year after year, because of Steve's financial planning knowledge. Having a financial plan with Steve Lynch Wealth Management has given me peace of mind for my future.

Richard Kirian

I first visited Steve in the early 1990's when my wife and I were near 40 years old. I thought I had past the point to really maximize our retirement planning. In those 25 years, through Steve's advice, my wife and I have grown our net worth 10-fold. Despite the 1999 and 2007 setbacks in the stock market we are further ahead than we could have ever imagined. Best decision we ever made.

Brad Condon

I have been with Steve Lynch Wealth Management for over 7 years now. The wonderful staff led by Steve, Jesus and now Kyle are one of a kind. You can do one of two things in life; sit back and believe that your financials are going to evolve, or grab the bull by the horns and invest with Steve! Regards, Brad Condon

Sara Page

Steve, Jesus' and Kyle are a brilliant team who really know what they are doing when it comes to taking good care of my finances. My parents were long-term clients and I've been with SLWM since 2002 after I came into a small amount of money through a settlement. I moved permanently to the UK in 2006 (having married a Brit) and I never once thought about moving my money over here to Britain. Why should I when Steve is doing such a good job in growing my money? Not only do I get a fantastic financial service, the guys are all just really nice people and treat me with the utmost respect and consideration. I enjoy speaking with Jesus' who is a lovely human being and a real pleasure to chat with. He never makes me feel like an idiot, even when I ask the dumbest questions! I am not at all money savvy and I really don't have the first clue about anything financial but I trust Steve completely as did my parents and I know he will always have my best interests at heart.

Michael Dowdle

Steven May have forgotten because it’s been over 20 years but I completed an internship for his company. I will tell you growing up in Albuquerque was rough and I took some advice from him a joined the Army, best advice I have ever received! Thanks Steve! I would definitely take financial advice from this man because if he can shoot a man in the right direction, you know you will come out on top financially! V/R Michael D.

Maria Montanya

I have been a client of Steve's for a few years now. I was introduced by Jesus who has worked with him for over 15 years. He has helped me a lot by putting what I have saved into simple to understand accounts. I had always saved a little here and there and tried working with other people but I wasn't given much attention because I didn't have a big account. I know Steve Lynch & Co. say they're a small firm but don't let that fool you. These guys will go out of their way to look after me and probably all their clients. People who know me know I am blunt and this is what you get from Steve, complete honesty. When I asked ask a question, I know he will tell me the truth and he won't make me feel dumb for asking. I live in San Antonio but I've been to their office a few times while visiting friends. I can honestly say that even though I live hundreds of miles away, Steve is my local financial guy. He takes care of me and my family and I know he wants me to succeed.

Al Fedoravicius, Ph.D.

This is highly professional, and staffed by highly competent people. Steve Lynch is personable, direct, focused, and knowledgeable. His office manager Jesus is the overall manager of the office and knows every document in the office. Dealing with him is a highly pleasant experience. They have been highly focused on my interests and have been greater than successful in managing my investments.

James Brown

I can't say enough about our experience with Steve and Jesus at SLWM. We came to them with a lot of questions. How to best pay down debt? Where do we put investment dollars? These were only a couple of the many we had. Steve set all of our preconceived notions on their head. He changed the way we looked at our finances and put us on the right path. In 6 months we have increased our financial health significantly and we're enjoying what we earn. I highly recommend him and his team.

Sara Page

Steve, Jesus' and Kyle are a brilliant team who really know what they are doing when it comes to taking good care of my finances. My parents were long-term clients and I've been with SLWM since 2002 after I came into a small amount of money through a settlement. I moved permanently to the UK in 2006 (having married a Brit) and I never once thought about moving my money over here to Britain. Why should I when Steve is doing such a good job in growing my money? Not only do I get a fantastic financial service, the guys are all just really nice people and treat me with the utmost respect and consideration. I enjoy speaking with Jesus' who is a lovely human being and a real pleasure to chat with. He never makes me feel like an idiot, even when I ask the dumbest questions! I am not at all money savvy and I really don't have the first clue about anything financial but I trust Steve completely as did my parents and I know he will always have my best interests at heart.

Michael Dowdle

Steven May have forgotten because it’s been over 20 years but I completed an internship for his company. I will tell you growing up in Albuquerque was rough and I took some advice from him a joined the Army, best advice I have ever received! Thanks Steve! I would definitely take financial advice from this man because if he can shoot a man in the right direction, you know you will come out on top financially! V/R Michael D.

Jennifer Anglim

Very trustworthy. Easy to get in contact with. Each client is as important as the next. Your future is their main concern. Will make your money work for you!

Colonel Swan Jr.

Steve Lynch performed two miracles. 1. I had credit card debt and was embarrassed about it; I did not want anyone to know about it. Steve developed a plan that got rid of it and he did it with zero debt shame. It is a great relief. 2. He changed my relationship with money. I always worked for money, but now money works for me. Dollars are not just seen as something to spend; instead, they are viewed as "workers." Dollars can sit in a bank, be lazy and take decades to grow into a substantial amount or they can be put to work and work hard to earn financial freedom for me, which, thanks for Steve, is what is happening now. Thank you, Steve.

Kimmy Knight

The financial "street smarts" of Mr. Lynch and his team are bullseye accurate. Acting on a friend's advice, we approached LWM about twenty years ago. We needed retirement planning, one of their practice specialties. Approach with an open mind and allow them to demonstrate those street smarts. We have benefited from our relationship with LWM well beyond our expectations. C. Knight

Maria Montanya

I have been a client of Steve's for a few years now. I was introduced by Jesus who has worked with him for over 15 years. He has helped me a lot by putting what I have saved into simple to understand accounts. I had always saved a little here and there and tried working with other people but I wasn't given much attention because I didn't have a big account. I know Steve Lynch & Co. say they're a small firm but don't let that fool you. These guys will go out of their way to look after me and probably all their clients. People who know me know I am blunt and this is what you get from Steve, complete honesty. When I asked ask a question, I know he will tell me the truth and he won't make me feel dumb for asking. I live in San Antonio but I've been to their office a few times while visiting friends. I can honestly say that even though I live hundreds of miles away, Steve is my local financial guy. He takes care of me and my family and I know he wants me to succeed.

Al Fedoravicius, Ph.D.

This is highly professional, and staffed by highly competent people. Steve Lynch is personable, direct, focused, and knowledgeable. His office manager Jesus is the overall manager of the office and knows every document in the office. Dealing with him is a highly pleasant experience. They have been highly focused on my interests and have been greater than successful in managing my investments.

James Brown

I can't say enough about our experience with Steve and Jesus at SLWM. We came to them with a lot of questions. How to best pay down debt? Where do we put investment dollars? These were only a couple of the many we had. Steve set all of our preconceived notions on their head. He changed the way we looked at our finances and put us on the right path. In 6 months we have increased our financial health significantly and we're enjoying what we earn. I highly recommend him and his team.