Lindsey & Lindsey Wealth Management

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.

Financial Services
Thousand Oaks, California
Founded in 2012
1-10 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.

Company Information

Industry
Financial Services
Company Type
Public Company
Founded
2012
Employee Range
1-10
Revenue Range
Not available

Location

Address
4195 E. Thousand Oaks Blvd. California Westlake Village
City
Thousand Oaks
Region
California
Postal Code
91362
Country
United States

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