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The Lindsey Group at Steward Partners Global Advisory
Every client is unique. We take time to listen to you so that we can uncover what is truly important to you and your individual situation as we assist you in simplifying your financial life.
Through Steward Partners Investment Solutions (formerly Umpqua Investments) we have access to a wealth of tools, products and services. We will help you to identify which specific investment strategies are appropriate to you.
If you are looking to…
• Save for retirement
• Fund a child’s or grandchild’s education
• Protect the wealth you have accumulated to pass on to younger generations
• Identify strategies to help meet the challenges of your privately-owned business
• Simplify the management of your portfolio and your financial life