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portrait of Lizbeth K Lindley
FINANCIAL ADVISOR

Lizbeth K Lindley

CFP®, AAMS™
160 East Main Street, Huntington, NY 11743opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

About Lizbeth

As an Edward Jones financial advisor, I strive to make a difference in my clients' lives. I value the relationships I have built based on a deeper understanding of my clients' unique financial needs.

Using an established process, I create personalized strategies designed specifically for my clients' goals. I listen, care and wholeheartedly dedicate myself to helping them achieve their definitions of financial success. Once the strategies are in place, I partner with my clients for life to help keep them on track. To provide a comprehensive service, I regularly collaborate with CPAs and attorneys, always respecting confidentiality.

I am honored to...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

Work History

  • Edward JonesJune 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Fordham UnivMBA (Masters of Bus Admin)
  • SUNY Albany(State Univ of NY)Bachelors

Personal Interests

  • Cycling
  • Hiking
  • Movies & Entertainment
  • Reading
  • Sailing

Team Members

  • Ceilann Neber
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 07:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(631) 754-7774

Fax

(877) 222-9096

Office Address

160 East Main Street
Huntington, NY 11743opens in a new window

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