Lindsay Financial Services

When choosing a financial advisor it’s important to find someone who is the right fit for you. We focus on getting to know our clients on a personal level so that we can best understand what they want to accomplish with their wealth. Whether you have accumulated wealth personally or through your business, our team of professionals are here to help guide you to make smart decisions to sustain and grow the legacy you created for yourself.

Here’s a look at some of the many services we provide.

Financial Planning

Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

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Estate Planning

Estate Planning

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.

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Insurance Reviews

Insurance Reviews

Life insurance is different than any other kind of insurance. Someone – the policyholder, their loved ones, their business, a charity – will ultimately receive a benefit. Your investment isn't a back-up plan ... it's a definite plan. We can audit your current policies to see if they are built to accomplish what you purchased them for.

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Wealth Management

Wealth Management

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee.

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Check out the background of this firm on FINRA's BrokerCheck.

Investment Advisory Services offered through Symphonic Financial Advisors, LLC.  Insurance offered through Symphonic Insurance, LLC.  Securities offered through Symphonic Securities, LLC., member FINRA/SIPC, 400 Park Avenue, New York, NY 10022. Investment products are not bank deposits or guaranteed by or obligations of City National Bank or any subsidiary or affiliate, and are not insured by FDIC.  They involve risk, including the possible loss of principal.

Operating Hours

Monday – Thursday | 8:00 am – 5:00 pm
                              Friday | 8:00 am – 12:00 pm