Lind Financial Services

Omaha, Nebraska

Call (308) 627-3367 Visit website →

About

Lind Financial Services is a Nebraska-based firm founded in 1997 by Steve J. Lind, CFP®, now operating as a multigenerational practice with his son Zachary Lind also serving as a financial advisor. The firm offers retirement planning, investment management, tax planning, and estate planning support under a fiduciary standard, using a four-step process that begins with an introductory conversation and proceeds through discovery, customized plan design, and ongoing guidance. Steve Lind holds over 35 years of experience in financial advisory, while Zachary positions himself as a lifestyle financial advisor focused on integrating financial planning with overall well-being.

Firm details

Languages
English
Hours
Daily: Open 24 hours
SEC registered
No

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