Lindsey & Lindsey Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

At Lindsey & Lindsey Wealth Management, we are committed to helping you work towards your unique financial goals. We know reaching your short and long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. We know that. That's where we come in. Understanding your goals and objectives is the cornerstone to tailoring our services to meet your needs - creating a customized solution that's right for you.

We're trained, licensed professionals, drawing on years of financial planning experience who take into account the full range of needs you have now, and those needs you may have in the future; periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

DISCLOSURE: 
Securities Offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC Christina Orta, Alissa Kroeger, and Shannon Beahan. Financial Advisor. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Lindsey & Lindsey Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated.

Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Sign up for free to view info

Company overview Email format