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New York Life - Steve Lindquist, Financial Services Professional
I’m proud to be of service to the Northern Nevada and Northern California communities. With 18 years experience I am committed in helping individuals, families, and businesses to be well informed about their financial options. Call today 775-325-2225 or 510-205-2991 to schedule a complimentary consultation to answer your questions. You may have many areas of concern in your financial portfolio such as:
PERSONAL PLANNING FOR:
Retirement Strategies
Estate Conservation
College Funding
Mortgage Protection
Charitable Giving
IRA Funding / Mutual Funds / Rollovers
Life Insurance Needs
BUSINESS PLANNING FOR:
Business Succession / Exit Planning
Buy-Sell Funding
Deferred Compensation
Executive Bonus, Key Person Protection
Voluntary Payroll Deduction Programs
SEPs / SIMPLE plans, 401(k)s, Pensions
Do you know someone who needs some assistance? Your personal introductions are greatly appreciated.
- Business:
Comments
He's the best!
We went to Steve for our life insurance policies, and learned so much about the smart ways to save for major life events- not just the funeral. Steve is knowledgable, dependable, and offers a wide range of great products.
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