Daniel Lindblad CLU® ChFC® has over 33 years of experience, focusing on planning needs of employer groups and individuals. We establish new and service existing group benefit plans designed to help maximize benefits while maintaining cost-efficiency. As a financial adviser, Daniel provides customized planning to help companies and individuals in a wide range of planning areas.Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Daniel Lindblad from the Lindblad Financial Group offers insurance, financial products and services and quality client service. He also offers investment advisory services through Eagle Strategies LLC, a registered investment adviser.We exceed in two major areas:Personal Insurance & Investment Planning:Our extensive experience in financial services, enables us to confidently help more than 900 clients manage their portfolios. We find great pride and satisfaction in evaluating a company's assets or an individual's assets, and make customized recommendations on how they may reduce taxes and increase net worth. Many of the products and services are separately offered through Lindblad Financial Group through various outside independent insurance companies not affiliated with New York Life or any of its subsidiaries. Investment Planning is done through Eagle Strategies LLC which is a subsidiary of New York Life Insurance Company.
At Lindblad Financial Group, to start each day with this basic principle, to..
"Treat and serve each client the way we would like to be treated and served,
ALL THE TIME"
Lindblad Financial Group is dedicated to service and helping to build and preserve wealth since 1987