5757 Pacific Avenue
Lindsey entered the financial planning industry in 1984. In 1987, he started his own firm, Valley Financial Services, focusing on 403(b) Tax Sheltered Annuities for employees of schools and non-profit organizations. With over 800 clients by 1990, Lindsey chose to expand his services to include mutual funds and other securities. After obtaining the necessary registrations, he began his affiliation with Cetera Advisor Networks LLC, a broker dealer of investment products. In 1992, Lindsey completed the Certified Financial PlannerTM designation.
In 2022, Brooks joined the family business to preserve the legacy of dedication, integrity, and enduring relationships.
Today, our team at Valley Financial Services helps clients with retirement planning, college funding, life insurance, long term care insurance, and estate planning matters.