Lindamood Financial Group

EST. AUM
$250,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website lindamoodfinancialgroup.com
Client types

Overview

Lindamood Financial Group is experienced in creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, they are not tied to proprietary products, nor are they limited in the services they offer. Instead, they offer the highest quality education on the choices available. Their focus is on building the right strategy, meeting the client's risk tolerance and time horizon.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lindamood Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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