Marcia Lindsey

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Marcia Lindsey is a financial consultant based in Houston, Texas, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Marcia employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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