Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Matt and Kelsey began working together at Foresters Financial, then built their practice at Cetera Advisors, before finding their home at LPL Financial in March of 2021. Some of our clients have been with us since the very beginning, and some are brand new. For those that are not as fimilar with us, we finally put a brand on our practice by establishing Lindsey Financial Group, LLC in August of 2023. We serve clients all over Texas, but are based in the DFW metroplex. We can't wait to meet you!
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.