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Our Mission,

your success is our only mission

Pursue financial and lifestyle goals,

on your terms

Achieving Success,

by working together

Embrace the Future,

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  3. Investment Management

Investment Management

There are many financial products in the market, so choosing the ones that best meet an individual client’s needs can be complicated. That’s where Hynek Financial Advisors can help. Our advice can help you choose only those products that address your current and future goals.  We emphasize individual investment management, in addition to using professional money managers.

Informed decisions about the products in any portfolio should be made after an assessment of individual needs. After meeting to do this, you will be better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.

Products and Services offered:

  • Annuities
  • Bonds and Fixed Income
  • Individual Stock Selection
  • Managed Strategies
  • Mutual funds
  • Tax Advantaged Investments
  • Tax-Free Income
  • Unit Investment Trusts (UIT’s)

Our Services

  • Investment Management
  • Asset Allocation
  • Retirement Planning
  • Investment Income Planning
  • Comprehensive Planning
  • Additional Services

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333 W. Santa Clara Street, Suite 712
San Jose, CA 95113

  •  Tel: 408-998-9200
  •  Toll Free: 877-998-9200
  •  Fax: 408-998-9207
  •  gayl.hynek@lpl.com

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, MD, NV, OR, TX, WA.

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