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.
View Top Employees from Lindsey & Lindsey Wealth ManagementWebsite | http://www.lindseyandlindsey.com/ |
Revenue | $2 million |
Employees | 6 (5 on RocketReach) |
Founded | 2012 |
Address | 4195 E. Thousand Oaks Blvd. Suite 125, Westlake Village, California 91362, US |
Phone | (805) 330-3700 |
Fax | (805) 379-0600 |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Lindsey & Lindsey Wealth Management annual revenue was $2 million in 2024.
5 people are employed at Lindsey & Lindsey Wealth Management.
Lindsey & Lindsey Wealth Management is based in Westlake Village, California.
The NAICS codes for Lindsey & Lindsey Wealth Management are [52, 5239, 52393, 523].
The SIC codes for Lindsey & Lindsey Wealth Management are [628, 62].