So many great things to say, where to start! We have been clients of Lindsey’s since 2013, and what first struck us was how personable and affable she was, not to mention her impressive wealth of knowledge of the financial world. Lindsey is very accommodating and makes herself available to answer any questions we may have. With her professionalism and knowledge of the industry, she has created a comprehensive financial plan with us using efficient tax-saving strategies. Where Lindsey excels, is breaking down the complexities of financial planning into informative, simple concepts. We are grateful for her advice and have complete confidence in her recommendations. We have come to know Lindsey very well over the years and without hesitation, have recommended her to friends and relatives.
-Mariane and Gary