Our People

Jeremy Lindsey

Investment Advisor
Representative

Jeremy Lindsey

Investment Advisor Representative

Jeremy Lindsey, EA is a Financial Advisor, Independent Advisor Representative, of Lindsey Financial, Inc and Tax Consultant for Lindsey Financial Group, Inc. He works with clients to help meet their financial objectives using comprehensive tax, estate, and philanthropic planned giving strategies, as well as strategically placed life insurance, annuities and other investment vehicles. He has built his financial services career by being a trusted advisor in financial affairs through close, personal, and trustworthy relationships with clients. When you have a desire to grow your wealth, prepare for retirement, or amplify your professional life, Jeremy helps you find the right tools to get there. Jeremy believes that having the right team in place is key to success, and he takes every step to educate his clients and help meet their goals.

Jeremy experience includes:

  • Enrolled Agent #129185, Enrolled to practice before the IRS, November 2017
  • Series 65 CRD#5231102, Securities Exchange Commission, Feb 2014
  • Life & Health Insurance License#0I22457, California Dept. of Insurance, 2012
  • Personal Financial Planning Certificate, University of California Riverside, December 2009
  • Registered Paraplanner® Certificate, College for Financial Planning, May 2008 (inactive)
  • 10 Years of experience, assisting business owners with matters in Business & Personal Taxation, Business Structuring, Estate Planning, Charitable Giving, Financing, Insurance & Risk Management, & Retirement.

While not at work, Jeremy enjoys Golf, the beach with his family & friends, is a gun enthusiast, and handyman around his house on the weekends.

More about Jeremy

Along with the core financial planning work at Lindsey Financial lnc, Jeremy enjoys video games, holidays with the family, and camping. Jeremy’s interests also include aggressive freestyle snowboarding, skateboarding, motocross, and wakeboarding.

To schedule a client meeting:

1980 Orange Tree Lane

Suite 270

Redlands, CA 92374

TEL: (909) 335-6800

FAX: (909) 335-6808

Email: Jeremy@Retire-Wealthy.com

Corinne Haney

Scheduler
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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Jeremy Lindsey

Investment Advisor
Representative

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Lily Diaz

Case Manager
Assistant
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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Bill Lindsey

RFC, AEP
Investment Advisor
Representative

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Joshua Lindsey

CFP ®
Investment Advisor
Representative

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Melissa Belmontes

Case Manager
Independent Contractor
Employee of Lindsey Financial Group, Inc.

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