Let Our Firm Help You Plan for the Future with a Sound Financial Plan

Lindsey ▪ Lindsey & Company, LLP provides objective and sound financial planning advice to help our clients achieve their goals. Efficient management of financial affairs requires extensive knowledge, organization, and constant vigilance.  Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning.  Let our financial planning professionals assist you along the path to success and security with a plan that is customized to your particular situation.

We care about our clients and strive to form lasting relationships with each of them –providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client’s needs.  We work one-on-one with our clients to educate them about financial planning strategies designed to help individuals accumulate and preserve their wealth.  If you are looking for real financial experts dedicated to your success, contact our firm today.  We’ll help you stay on a sound path toward a bright financial future.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Client Center

- Individual Clients
- Business Clients
- Client Employee

Using Your Client Organizer
How to Review My 1040
Using File Exchange
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Our New Website

Lindsey ▪ Lindsey & Company, LLP is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a...


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Phone: 919.787.8995
Email: gayle@lindseycpa.com