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Lincoln Investment financial advisors form a community of highly trained professionals who provide personalized advice to investors regarding investment and financial planning related issues.

Corporate Office (ISA)

Many of our financial advisors have achieved advanced training and professional designations such as CERTIFIED FINANCIAL PLANNER™ certificant, Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).

Lincoln Investment financial advisors can:

  • Establish a strategy that is tailored to your specific needs, comfort levels and financial goals
  • Offer a range of products and services with complete focus on objective advice
  • Help you stay focused and on track with your personal plan
  • Help you diversify* your assets while maintaining the level of risk that matches your investment personality
  • Monitor your progress over the years

Proper planning today — from developing a household budget to preparing for college, retirement and long-term care expenses — helps assure that you have the financial resources you need at the times in life when you need it most. With the guidance of a Lincoln Investment financial advisor, you can create a customized financial plan for your unique situation.

*Diversification does not guarantee a profit or protect against a loss.

Why Lincoln Investment?

Since 1968, we have been helping financial advisors with the diverse financial needs of their clients.

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