Financial Representatives

Lincoln Investment is a family-owned and professionally managed broker/dealer with a nationwide presence in the 403(b) marketplace.

As a leader in the 403(b) plan market, we provide retirement planning benefits to more than 2,100 school districts, hospitals and not-for-profit organizations across the country and have helped thousands of professionals in the education, health care and non-profit fields prepare for a more secure financial future.

Home Office Wyncote, PA

As a full-service, self-clearing financial services firm offering investment and insurance products, we seek to empower our financial representatives by providing the services, structure and support you need to build a successful practice and to help your clients achieve their financial goals. As a common remitter, we can help you expand your marketplace by administering salary reduction and salary deduction contribution plans on your behalf, allowing you to spend more time managing current client relationships and establishing new ones.

As a registered investment advisor, we help you keep the pledge you make to your clients — the pledge to watch over their savings and investments — with access to some of the top mutual funds and investment strategists in the country.

We invite you to learn more about Lincoln Investment, and hope you will join us as we carry out our mission: We help people retire well.