Oconomowoc, WI – November 17, 2021 – Paramount Financial Strategies, a financial advisory practice of Ameriprise Financial Services, LLC, is very pleased to announce that we are teaming up with John F. Lynch, CRPC®, APMA®, Financial Advisor, to operate the Lynch & Associates offices in Janesville and Fort Atkinson effective immediately.
“This transition has been a concerted effort for two years and we are delighted to be able to smoothly take over John’s Janesville and Fort Atkinson offices while serving his 400 clients and families with well over $300 million in assets under management,” said Reb Bortz, CFP®, APMA®, Financial Advisor. “Paramount Financial Strategies will become the nameplate for his organization. John is still very active and is planning on working at the same pace he has for the foreseeable future but with Paramount’s staff and advisors, it’s a natural fit.”
The Janesville office is located at 1702 West Court Street, Janesville, WI 53548 while the Fort Atkinson office is located at 807 Madison Avenue, Fort Atkinson, WI 53538.
“We have kept John’s staff mostly because they’re incredibly competent,” added Bortz. “They’re very experienced, they know everything there is to know about every single client issue. We are also adding staff to those locations and are increasing our staffing by 25% in John’s existing offices. We are also adding staff in Oconomowoc, and that staff is now backup for those people.
“In addition, we are changing the signage on each of John’s existing offices and are meeting with John’s clients to introduce ourselves while explaining our experience and our staff so that they are comfortable knowing that when the baton is handed from John to us, they’ll be with someone that they already know and trust.”
About Paramount Financial Strategies
Paramount Financial Strategies is a financial advisory practice of Ameriprise Financial Services, LLC. Paramount Financial Strategies helps meet the financial planning needs of more than 1,500 families and manages approximately a half-billion dollars in assets invested with Ameriprise Financial. The practice’s headquarters is based in Oconomowoc, Wisconsin with expanded coverage in Janesville and Fort Atkinson, Wisconsin.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com.