Lynn conducts her business as James E. Weiss, Inc. in Troy NY, where she has worked in the accounting, tax and financial industry since 1979 and became an investment advisor in 1982 and ultimately an owner in the firm. James E. Weiss, Inc.(Weiss Financial) became a satellite office working with Advanced Group Financial Services in 2015 adding depth and experience to better serve client needs. In addition to investment management and financial planning, Weiss also offers tax and accounting services. Lynn has lived in North Greenbush, NY for over 35 years and is active in the community and various organizations over the years. Lynn strives to go above and beyond and provide a personal touch with their clients.
Securities Offered Through Royal Alliance Associates, Inc. Member FINRA/SIPC. Investment advisory services offered through James E. Weiss, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. (518) 272-3105.