View Katy's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
N/A
May 2022 - Present · 2 years and 7 months
N/A
Mar 2023 - Present · 1 years and 9 months
Finney's Crafthouse and Kitchen
N/A
Nov 2020 - Apr 2022 · 1 years and 5 months
Company 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 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.
Year Founded
2012
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
4195 E. Thousand Oaks Blvd. Suite 125 Westlake Village, California 91362, US
Keywords
Financial ServicesFinancial PlanningWealth ManagementInvestment ManagementEstate PlanningRetirement PlanningAsset ProtectionTax-Reduction StrategiesLife Insuranceand Financial Advisory
Discover More About Cleveland Clinic

Find verified contacts of Katy Thomas in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.