Lindsay Financial Services


Lindsay Financial Services


Your legacy matters to us.

There’s no such thing as an average client at Lindsay Financial Services – we serve many distinct, yet equal communities. Whether high-net-worth families, retirees from corporate America or small business owners, our clients value our professionalism and integrity. They know us; we’re like family. They trust us – our word and our work. But, most importantly, they like the way we treat them.

Our objective is to partner with you to create financial comfort to help and protect you, your family, and your business. Our job is not just wealth creation, it is wealth creation - after taxes.

At Lindsay Financial Services, our knowledgeable team is here to help position you to make the best choices for your personal situation. We like to begin with the financial plan so we can see your financial portrait from an aerial view.

We will dream with you and help you decide which direction will be stable and sustainable, whether it's for you personally or if you own a business. Your goals and personal best is what will be uncovered, along with the path to achieve it.

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