About Us

Daniel Lindblad CLU has over 21 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 comprehensive planning to help companies and individuals in a wide range of products and services.

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Lindblad Financial Group offers insurances, financial services and expanded, timely quality service and investment advisery services through Eagle Strategies LLC, a registered invesment adviser.

We exceed in two major areas:

Personal Insurance & Investment Planning:

Our extensive experience in financial services, enables us to confidently help more 1200 clients manage their portfolios. We find great pride and satisfaction in evaluating a company's assets or an individual's assets, and make accurate recommendations on how they may reduce taxes and increase net worth. Many of these 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. 

Group Employee Benefits:

We offer an extensive array of group health insurance coverage, plans, and carriers. We also have aligned ourselves with many companies who offer ancillary products which, when offered, may help to increase employee satisfaction. Our Benefits Coordinator uses an annual calendar and contact report to schedule quarterly service calls, periodic visits, and research the market before renewal time.  

We Believe...

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 TME"

Lindblad Financial Group is dedicated to service and helping to provide peace of mind since 1987

It simple, please click on the link to set and appointment for a No Obligation INTIAL CONSULTATION click here