Lindsey & Lindsey Wealth Management

Financial Services - , California, United States

Lindsey & Lindsey Wealth Management Employees
John Lindsey

CEO, CERTIFIED FINANCIAL PLANNER ®, CERTIFIED KINGDOM ADVISOR®,

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Samantha Motyl

Administrative Assistant

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Alissa Kroeger

Partner and Financial Advisor

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Lindsey & Lindsey Wealth Management Senior Management
John Lindsey

CEO, CERTIFIED FINANCIAL PLANNER ®, CERTIFIED KINGDOM ADVISOR®,

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Lindsey & Lindsey Wealth Management Details

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 John Lindsey, Christina Orta, and Alissa Kroeger, 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.

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Employees: 1 - 10
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Location: , California, United States
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