Hello, we’re
Lincoln Investment
With over 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial professionals nationwide, and we serve the diverse financial needs of over 315,000 clients representing over $51 billion in assets.
At Lincoln Investment, we treat each client relationship as the most important part of our business. We live by our core values - honesty, integrity, respect, diversity, cooperation and a commitment to succeed - and incorporate them into everything we do.
Diversity, Equity, & Inclusion at Lincoln Investment
Our mission is to foster an inclusive environment that allows everyone to bring their authentic selves to work, feel respected and valued, and have equal opportunities for growth and success. At Lincoln Investment, we firmly believe that DEI is an ongoing journey towards a more just and equitable work environment. We are committed to doing our part, both within our organization and beyond, to create a more diverse, equitable and inclusive future.
Leadership
Lincoln Investment’s success is a result of the dedication of our leadership team and our 400+ employees.
Careers
The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other. Our commitment to building positive morale has created a Lincoln Investment family of which we are proud!
What's New
Tax benefits of IRA Contributions
The 2024 IRS tax filing season is underway, but there is still time to make a traditional IRA contribution by the tax filing deadline to deduct from your taxable income. As a general rule, you have until April 15 to contribute up to $7,000 to your traditional IRA if you’re under 50 or $8,000 if you’re 50 or older. Contact your financial professional about the details or other possible ways to save. Need a financial professional? Find a Lincoln Investment financial professional near you.
Why do educators rely on Lincoln Investment for retirement planning?
Educators and non-profit employees have a unique opportunity to add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience with 403(b) plans, we help turn savers into investors and ensure financial well-being is within anyone’s grasp. Find out more about this exclusive market here.
We’re here to help during times of uncertainty
It can be challenging to determine what action to take during periods of market uncertainty. Unless something has changed with your investment time horizon or risk tolerance, it may be best to take no action at all. Investors who stick with their investment strategy and maintain a diverse portfolio are better prepared for market shocks. Contact your financial professional to help ensure your strategy remains consistent with your needs and preferences. Need a financial professional? Find a Lincoln Investment financial professional near you.
Get in Touch
It’s never too early to plan for your financial future. We can help you get started, move forward with your existing portfolio or answer any questions you may have.
