Are you looking for…

  • Personalized solutions to your particular issues and concerns,
  • True concierge-level service available on your terms, and
  • Goal-driven financial expertise that helps you make confident decisions?

Even sophisticated professionals feel the pressure of keeping pace with today’s increasingly complex financial landscape.

This is where Lynn R. Najman, CFP®, can help.

Lynn has the deep industry knowledge, sophisticated analytics, and insights into the intricacies of financial markets you need. She cuts through the chatter to put her clients on a clear, definable path toward the individual wealth management solutions they want to achieve.

Her independent, fee-only approach ensures that your best interests guide every decision about how to plan, invest and manage your assets. As a Certified Financial Planner®, she is guided by a high ethical and educational standard.

Contact Lynn to see how she can help you toward the financial security, control and well-being you deserve.



Here are a few
questions we can
answer together:

  • Will it be possible for me to retire and live the way I’d like to?
  • Can I afford that vacation house, and how can I make it happen?
  • What do I do with all these financial accounts I’ve accumulated over my life?
  • I’ve always put off looking at my financial affairs. Can you help me organize, strategize and manage my assets?

Follow Lynn

Contact Lynn for a free, no obligation consulation
to see
how she can help you!
40 Cuttermill Road  Ste 200
Great Neck, NY 11021