Our Team
The Lindbloom Group works with individuals, businesses, and foundations to achieve unique financial goals. We have a highly individualized approach in which we develop, implement, and monitor investment and financial strategies. Our multi-generational structure ensures that you will not have to find a new advisor during your retirement. Our Financial Advisors assume many responsibilities related to your overall investment strategy and can assist you in a variety of ways. We can help you choose the appropriate equities or fixed income vehicles in which to invest, or they can oversee a comprehensive financial plan for your family’s long-term financial goals. Being the highest standard of success in financial relationships isn’t just a corporate tagline at Janney. Our Financial Advisors develop a personal relationship with you. This means that you’ll always have someone to call when life throws unexpected changes in your direction, markets get volatile or when it’s time to re-assess your plans for your long-term goals. We will coordinate the services of a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Designations
Our Designations
Our Focus on You
No needs are more important than your own. At Janney, our client commitment is the same today as it has always been; for over 180 years, we've made your needs, your goals, our own.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.