★★★★★
LkJ Financial is top notch! We onboarded with Lindsey and her team about 7 years ago and have been so great full we did. LkJ Financial has been a business venture with a family feel. They are excellent in keeping us informed every step of the way. They are active giving back to the community and giving back to their clients by hosting educational and fun events throughout the years. I encourage anyone considering a FA to contact LKJ Financial and set up an initial meeting with Lindsey and her team. You’ll be glad you did!
★★★★★
I attended a LKJ seminar in 2019 because I was so frustrated with my national firm. I felt so beaten down by them. I had a new advisor about once a year and they barely knew I existed. They never helped answer my questions and were geared towards always making themselves money while my accounts suffered with no active management.
Meeting Lindsey was a breath of fresh air. She listened. She didn’t pressure me. She answered all of my questions. She brought up important topics that no previous advisor had even mentioned. She gave me resources. I was sorely lacking trust at first, but very quickly she gave me confidence and a realization that I could trust her with hard topics and to give good advice. Those things continue to this day whenever I need her and even when I’m being stubborn (ha).
I adore the whole team. They work so hard to make it a friendly and fun place of business where everyone is welcome. I love the occasional focus on women’s issues and that they care about and recognize us as individuals and as part of a community. I love meeting other clients with similar interests at their fun events that I look forward to every year.
I highly recommend the LKJ team. They not only treat you like family, they truly deliver on helping you to be as financially secure as possible. This is a firm for real people with real concerns. Don’t waste any more time (like I did) - let them help you to get your money working for you.
★★★★★
My husband and I have trusted our financial and estate planning to LKJ Financial for many years. Our relationship with LKJ began as a result of glowing recommendations from several of my co-workers. It has lasted because the people there genuinely care and use their knowledge and expertise to do right by their clients. This care shows in our bottom line as they guided us to and now through retirement, as well as in their personal regard for us and our needs and preferences as individuals. For example, when we felt the need to move our investments out of funds that support fossil fuel companies, our exceptional financial advisor Adam Goldman, was way ahead of us and shared opportunities in ESG portfolios for us to consider. We recommend LKJ Financial and Adam without reservation!