The Lynd Group Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

801 S Victoria Ave Ste 105, Ventura, Cal...

Phone Number

(805) 500-7035

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About The Lynd Group Advisors

The Lynd Group is an independent, privately owned investment advisory firm that provides tailored financial solutions to individuals, corporations, and trusts, focusing on improving clients' quality of life. Their services include asset maximization, income planning, retirement strategy, social security optimization, and tax planning, all designed to meet clients' unique financial goals within their risk tolerance. The firm emphasizes a service-oriented approach, helping clients navigate the complexities of the financial marketplace through personalized strategies. Their mission is to build long-term relationships with clients, ensuring financial clarity, security, and overall health.Explore more
The Lynd Group Advisors's Social MediaPopular SearchesThe Lynd Group Advisors LLCThe Lynd Group LLCLynd Group Advisors LLCThe Lynd GroupThe Lynd Group Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

The Lynd Group Advisors Org Chart

PhoneEmail
KP
United States flag for contact location.

Tax Specialist

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Retirement Planner

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Lynd Group Advisors

<$5M
1-10
Private
-
2010
KP
Katelyn PrietoTax Specialist
$5.7M
1-10
Private
-
2001
LN
Lesley NewlandVice President, Operations & Co Owner
$5.4M
11-50
Private
-
2007
KE
Kimberly EmighDepartment Manager
<$5M
1-10
Private
-
-
VR
Veronica RedfieldBusiness Owner
<$5M
1-10
Private
-
-
HS
Haley SandersManager, Wealth
<$5M
1-10
Private
-
-
WM
William McLaughlinOwner and Principal (Inferred)
<$5M
1-10
Private
-
2002
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Lynd Group Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Lynd Group Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Lynd Group Advisors.

The Lynd Group Advisors Tech Stack

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The Lynd Group Advisors News & Media

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Frequently Asked Questions Regarding The Lynd Group Advisors

What is The Lynd Group Advisors's official website?
The Lynd Group Advisors's official website is www.thelyndgroup.com
What is The Lynd Group Advisors's Revenue?
The Lynd Group Advisors's revenue is <$5 Million
What is The Lynd Group Advisors's SIC code?
The Lynd Group Advisors's SIC: 62,628
What is The Lynd Group Advisors's NAICS code?
The Lynd Group Advisors's NAICS: 52,523
How many employees does The Lynd Group Advisors have?
The Lynd Group Advisors has 1-10 employees
What industry does The Lynd Group Advisors belong to?
The Lynd Group Advisors is in the industry of: Finance, Securities Trading
What is The Lynd Group Advisors competition?
The Lynd Group Advisors top competitors include: McLaughlin Wealth Management, First Choice Financial Services, Lighthouse Investment Advisors, Altitude Wealth Management
What technology does The Lynd Group Advisors use?
Some of the popular technologies that The Lynd Group Advisors uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact The Lynd Group Advisors?
The Lynd Group Advisors contact info: Phone number: (805) 500-7035 Website: www.thelyndgroup.com
What does The Lynd Group Advisors do?

The Lynd Group is an independent, privately owned investment advisory firm that provides tailored financial solutions to individuals, corporations, and trusts, focusing on improving clients' quality of life. Their services include asset maximization, income planning, retirement strategy, social security optimization, and tax planning, all designed... to meet clients' unique financial goals within their risk tolerance. The firm emphasizes a service-oriented approach, helping clients navigate the complexities of the financial marketplace through personalized strategies. Their mission is to build long-term relationships with clients, ensuring financial clarity, security, and overall health.Read More

What are The Lynd Group Advisors social media links?
The Lynd Group Advisors Linkedin page The Lynd Group Advisors Facebook page
Is The Lynd Group Advisors a public company?
The Lynd Group Advisors is private company therefore does not currently have an official ticker symbol
See more information about The Lynd Group Advisors

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