- May 27, 2014 - WINTER HAVEN, Fla. --
A Local Tax Expert and Financial Advisor* from right here in Polk County has recently been awarded the Prestigious Five Star Award and has been selected as one of the 2014 Five Star Wealth Managers currently 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 and again in 2013. Her Recognition speaks in volumes, due to the fact that out of 1,989 Wealth Manager candidates in the Orlando Area, 122 (less
than a mere 7%) have been honored with the Five Star Professional Award. Additionally, Lynn was the only candidate selected to be listed in the "Taxation" category! Candidates for this award do not pay to be considered, and being selected for this award does not guarantee the wealth manager will experience future investment success. 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* 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.
*Securities offered through H.D. Vest Investment Services SM, Member: SIPC, Advisory services offered through H.D. Vest Advisory Services SM Lynco Financial & Tax Services, Inc. is not registered broker/dealer or independent investment advisory firm
*Securities License Series 6 - Investment Company Products/Variable Contracts Rep
*Securities License Series 63 - Uniform Securities Agent State Law Exam