wiseradvisor

Kelly Olczak, CFP®
LynnLeigh & Company

Tel: (585) 623-5982
1160 A Pittsford Victor Rd Suite A
Pittsford, NY 14534

Reliable Guidance Financial Well-Being Boldly Transparent

LynnLeigh & Company | Financial Advisor in Pittsford ,NY


About LynnLeigh & Company

BOLDLY TRANSPARENT We will tell you up-front, exactly how much our services cost. Compensation is neither hidden nor incentivized by emphasizing products for kickback payments. It's called fee-based compensation and you'll start hearing more about it from more firms because they are being required to do so. But know this: we embraced this transparent, fee-based approach before it was mandated by the Department of Labor.

APPROACHABLE Our office environment, financial tools, and client conversations are designed to respect and help you, not overwhelm or impress you to the point of intimidation. We want you to ask questions but more than that, we’ll help you understand what you don’t know to ask.

MORAL INTEGRITY We have a moral obligation to do the very best we can to add tangible value, maximized benefits, and true wealth to your portfolio and future.

HARDWORKING We are advocates for full-disclosure of advisor compensation and client respect. Anything less is a breech of honesty. These efforts are driven by a genuine act of caring and a belief that this is how the financial advisor industry should be run. That takes real effort but for us, it comes naturally.


General Information

Firm Start Year:   2005
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, Via email, Video Conference, At your office, At my office, At your home


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry
Non-Financial Organization Memberships:   Member, Rochester Estate Planning Council Member, Investments & Wealth Institute


Firm Information

Firm's Number of Clients:   73
Firm's Number of Planning Clients:   73
Firm's Number of Managed Clients:   73
Assets Managed by Firm:   $93,000,000
Assets Managed by Advisor:   $42,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets
Additional Details on Charges:   Please see our Form ADV Part 2A for Fees for Advisory Services - Page 6

https://www.lynnleighco.com/wp-content/uploads/2018/06/ADV-2A-LynnLeigh_05_30_2018.pdf


Board Positions

Organization:  Rochester Estate Planning Council  Rochester, NY
Position :  Membership Committee
Duration :  01/01/2018-Currently holding


Education

Bachelor of Arts, Psychology - Psycology  State University of New York, Geneseo - Geneseo, NY
1984-1994



Faqs

  • Do you have a customer satisfaction or refund policy? No, we do not.
  • What are your qualifications? What is your education background? I have a Bachelors of Arts in Psychology from SUNY Geneseo and I have been a Certified Financial Advisor (CFP®) which I received 2009.
  • What is your approach to financial planning? We use the CFP® 6 Step Financial Planning Process to help you establish and define your relationship with our practice. Next, we focus on gathering your information that will help us define your goal. After collecting your data, we analyze and evaluate your current financial status and develop are recommendation to help you reach your goals. After which we implement our recommendations and monitor these recommendations over time.
  • What services do you offer? Comprehensive financial planning including (1) Financial statement preparation and analysis including cash flow analysis/planning and budgeting. (2) Insurance planning and risk management (3) Investment management including asset allocation and investment selection (4) Portfolio analysis and optimization (5) Tax planning strategies (6) Estate planning (7) Intergenerational wealth transfers (8) Educational client workshops
  • How many clients do you currently manage? Currently, I help manage the finances for 73 families.
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Disclaimer

LynnLeigh & Company, LLC, (LL&C) is an SEC- registered investment adviser that maintains a principal office in the state of New York. Registration as an investment adviser does not imply a certain level of skill or training. LL&C and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which LL&C maintains clients. LL&C may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Information posted on this site is for informational purposes only. Although we may provide data, information, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, you should not construe any such information as tax, legal, or investment advice. All illustrations are for informational purposes only, and any performance returns referenced are based on past performance and in no way represent a guarantee of future results. You are responsible for evaluating the information provided to you and any risk and reward associated with the material before making any decision based on data, information, and content on the Site. You acknowledge and agree that our firm is not acting in any fiduciary capacity, nor is any fiduciary relationship created, as a result of your use of, or access to, the Site. Investing carries the risk of loss, including the loss of principal.

Kelly Olczak, CFP®

Kelly Olczak, CFP®

CFP™

Kelly's path to establishing an entirely different type of firm began in 2005, when she became a financial advisor out of her desire to help people feel empowered to achieve good things in their lives. In 2009, she received her CFP® certification. She worked for a number of years at a large, name-brand investment firm where her work ethic coupled with her genuine desire to connect with people and build authentic, caring relationships resulted in Kelly growing significant accounts and being promoted through the ranks.

By 2016, Kelly recognized the time was ripe for her to set out on her own. She started LL&C because her due diligence revealed that the firm's principles were deliberately created in the client's best interest. These principles supported her goals of helping clients feel comfortable asking questions about investments and financial planning while delivering full transparency on financial advisor compensation.

Caring about people is a common thread in Kelly's work. She has been an active member of the Rochester Women's Giving Circle since 2012 and was the Committee Chair for The Derby at the Country Village and Museum, an equine event designed to raise charitable funding. She is also a member of the Estate Planning Council and supports the MCC Foundation through Star Power and The Humans Rights Campaign Rochester Chapter.

My Team

Chasity (Chazz)  Miller
Chasity (Chazz) Miller Operations Manager
Chasity Miller (call her Chazz) is Operations Manager. With 16 years of collective experience in account management and customer service, Chazz is self-starter who is keeping Kelly's administrative details in ship shape. Chazz's office skills are fierce, but her talents are not limited to indoor activities. With an associate degree in liberal arts studies and a focus in psychology, Chazz is a renaissance woman who moves easily between design projects, fishing, and even know ...more

Becky Gillette, CRPC®
Becky Gillette, CRPC® Chief Compliance Officer
When it comes to priorities, Becky Gillette, Chief Compliance Officer at LynnLeigh & Company, puts protecting relationships at the top of her list. Indeed, Becky defines herself by her servitude, which is exactly what you want from a person whose primary responsibility is to put your interests ahead of anything and everyone. Background As the daughter of a young widow who struggled to raise three daughters, Becky says she was instilled with a drive to succeed as well as empathy ...more

Jason  Curtis, AAMS®
Jason Curtis, AAMS® Private Wealth Manager
It's one thing to read about your financial manager's extensive training and expertise. But it's quite another to maintain confidence through the challenges and turbulence that are so common in our modern society. This is where Jason Curtis, Private Wealth Manager at Lynn Leigh & Company (LL&C) excels. Background Curtis is able to articulate in friendly, accessible demeanor, what is going on in the world and why current events may or may not be relevant to the outcomes of his c ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Avon Bergen
Bloomfield Brockport
Caledonia Canandaigua
Churchville Clifton Springs
Conesus East Rochester
Fairport Farmington
Geneseo Hemlock
Henrietta Hilton
Honeoye Honeoye Falls
Ionia Lakeville
Le Roy Lima
Livonia Macedon
Manchester Marion
Mendon Newark
North Chili Ontario
Palmyra Penfield
Piffard Rochester
Rush Rushville
Scottsville Shortsville
Spencerport Victor
Walworth Webster
West Bloomfield West Henrietta
Williamson

News & Events


Genesee Valley Hunt Races 2019 - Hospitality Tent
When: 10/12/2019 | By: Clients, Friends and Prospective Clients
Location: 3320 Nations Road, Geneseo NY 14454
Details:The LynnLeigh & Company Team invites you and your family for a day of horse racing, tailgating and family fun! To learn more about the races, call her at (585)623-5981. We look forward to seeing you! ...more

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