Who We Are

Flynn Financial Partners, Ltd.

Flynn Financial Partners is an independent investment firm specializing in institutional asset management and retirement plan consulting services. Based in New Rochelle, we serve public agencies and institutions in addition to private wealth clients. Since 1997, we have focused on providing advice to help our clients make informed decisions to address their goals.

Our philosophy is based on the “multiplier effect”: we leverage our expertise in institutional asset management to provide quality investment advice to our private wealth clients. Similarly, our experience working closely with individuals enables us to provide a unique, personal level of service to our institutional clientele. For all of those we serve, our mission is the same: to deliver valuable, objective advice that empowers our clients to make educated decisions to work toward their goals.

We are a team of eight dedicated professionals with a combined 70 years of experience in financial services. Because we are committed to providing the best possible service to our clients, we do all of the investment and portfolio management for our clients in-house. Our clients have sophisticated needs that require the careful attention and expertise of a dedicated, collaborative and experienced team.