Link Financial Corporation

Link Financial Corporation was founded in 1983 for the purpose of assisting clients in every aspect of their financial lives by utilizing sophisticated portfolio management techniques and instinct. Our goals are to help our clients reduce or eliminate concerns, share their dreams with us, and achieve their goals and objectives.

We personally manage our clients’ portfolios that are custodied at Charles Schwab and, upon request, clients’ other investment accounts. We help our clients prioritize their short-term and long-term goals and objectives and develop and modify, as needed, their Personal Financial Plan in a systematic manner.

We achieve a high level of trust with our clients from the onset of the relationship. Our clients become confident that we remain current with developments in personal financial planning, economics, investments, risk, and practice methodology in order to professionally serve their needs.

If you have any questions about your current financial situation and wish to schedule an appointment with us, send me an email at or give me a call at (972) 381-4625.