Why Lindenberg Financial?
Highly Qualified Leadership
Where education meets experience, with over 40 years in the financial industry and 8 professional designations we are uniquely qualified to coach you through all of life’s financial transitions.
A Fiduciary Duty
“At all times when providing financial advice to a client a CFP® professional must act as a fiduciary, and therefore, act in the best interest of the client.” -CFP.net
Virtually Everywhere
Your freedom of location is as important to us as your financial freedom. We support virtual and live meetings.
Communication
The cornerstone of our relationships; when used effectively, builds trust and delivers confidence.
Compassion
Through active listening, we strive to understand what’s important to you.
Collaborative Teamwork
Together we can accomplish great things!
Fun Relationships
The enjoyment that comes from serving great people, having mutual respect and feeling appreciated.
To Be Helpful
Making a difference while maintaining a can-do attitude toward what comes next.
