Lindsey Lindsey Wealth Management

  • Financial Services
  • Thousand Oaks CA
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
4195 E. Thousand Oaks Blvd., Suite 125, Thousand Oaks CA
Website
lindseyandlindsey.com
Phone
(805) 330-3700
Employees
6
Founded in
2012
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Lindsey Lindsey Wealth Management

Lindsey & Lindsey Wealth Management is a financial advisory firm located in Thousand Oaks, California. With a team of six employees, the company has successfully generated $2.5 million in revenue. The firm specializes in helping individuals plan for their financial future by creating customized strategies that align with their unique goals and circumstances. They offer comprehensive financial planning services, taking into account both current and future needs. Lindsey & Lindsey Wealth Management prides itself on its team of experienced, licensed professionals who are dedicated to providing personalized guidance and support. They work closely with clients, regularly reviewing and adjusting their plans to ensure they remain on track to achieve their financial objectives. To learn more about Lindsey & Lindsey Wealth Management's services, visit their website at lindseyandlindsey.com.

Lindsey Lindsey Wealth Management Industry Tags

Financial Services
Financial Planning
Wealth Management
Investment Management
Estate Planning
Retirement Planning
Asset Protection
Tax-Reduction Strategies
Life Insurance
Financial Advisory
Financial Advisory Services
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FAQ

What is the location of Lindsey Lindsey Wealth Management's headquarters?
The headquarters of Lindsey Lindsey Wealth Management are situated at 4195 E. Thousand Oaks Blvd., Suite 125, Thousand Oaks CA
What is Lindsey Lindsey Wealth Management's phone number?
Lindsey Lindsey Wealth Management's contact number is (805) 330-3700.
What is Lindsey Lindsey Wealth Management's official website?
The official website of Lindsey Lindsey Wealth Management can be found at lindseyandlindsey.com.
What is Lindsey Lindsey Wealth Management's current revenue?
As of January 2015, Lindsey Lindsey Wealth Management's annual revenue reached $3B.
How many employees does Lindsey Lindsey Wealth Management currently have?
Lindsey Lindsey Wealth Management employs approximately 6+ people as of January 2015
Which industries is Lindsey Lindsey Wealth Management primarily operating in?
Lindsey Lindsey Wealth Management operates in the following industries: Finance, Credit
What are Lindsey Lindsey Wealth Management's industry tags?
Lindsey Lindsey Wealth Management's industry tags include: Financial Services, Financial Planning, Wealth Management
When was Lindsey Lindsey Wealth Management founded?
Lindsey Lindsey Wealth Management was founded in 2012.

Employee Directory

Key Employees

Shannon Beahan

Partner | COO | Financial Advisor

Phone Email

Katy Thomas

Client Relations Coordinator

Phone Email