- Feb. 13, 2013 -
A Local Tax Expert and Financial Advisor from right here in 'Good Ol' Polk County', has recently been awarded the Prestigious Five Star Award, and has been selected as one of the 2013 Five Star Wealth Managers, set to be featured in the May issue, of Orlando
magazine. Lynn A. Schmidt, owner of Lynco Financial & Tax Services, Inc., and the recipient of this award, holds this decoration in high regard. Believe it or not, this isn't the first time either. This award was previously bestowed upon Lynn back in 2011. Her Recognition speaks in volumes, due to the fact that out of 9000 Wealth Managers in the Orlando Area, less
than a mere 2% have been honored with the Five Star Professional Award. This award simply reflects Client Satisfaction, seeing as the achievement process relies mainly on the ratings of one's clients. It is also a reminder to her clients, "that they're in good hands!"
Lynn is an Enrolled Agent, and holds various Securities Licenses (Series 6, 26, and 63). She has also earned designations such as Certified Tax Coach, Fellow - National Tax Practice Institute, Certified Fund Specialist, Certified Senior Advisor and Accredited Retirement Advisor. About H.D. Vest, Inc.
Since its inception in 1983, H.D. Vest Financial Services® supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,800 independent contractors manage over $28 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.