Invest with confidence

Lincoln Investment financial advisors form a community of highly trained professionals who provide personalized advice to investors regarding investment and financial planning related issues. Get started by finding the advisor who’s right for you.

Find An Advisor

My clients are more than just an investment portfolio. Our relationship grows stronger with each life stage, whether they marry, start a family, send the kids off to college or need long-term care.

John Smith Alberto Gaglianese, CFP®, AIF®
Financial Advisor

Services

As a full-service financial services firm, we are dedicated to helping our investors achieve financial wellness through the expert guidance of knowledgeable financial advisors and high-quality investment choices.

Financial Planning

Our qualified financial professionals are ready to assist you in investment planning, insurance planning, estate planning, education planning, or retirement planning.

Retirement Planning

Lincoln Investment financial advisors can help you navigate the various retirement plan options available to you, whether the plan is through your employer or on your own.

Investment Management

With a professional financial advisor and Lincoln Investment on your team, you can enjoy the benefits of a diversified, professionally managed investment plan that reflects your unique needs

Mutual Funds

While the selection of the proper investment choices can often be overwhelming, guidance from our financial advisors can help your investment portfolio suit your unique needs.

Individual Securities

Clients of Lincoln Investment can buy and sell individual securities that are sold on major exchanges and in the over-the-counter market.

Insurance and Annuities

The uses of insurance are far-reaching from protecting your loved ones and preserving your estate to providing an income stream in the event of a long-term disability.

Resources

Resources

All the tools you need to help with your financial success. From interactive calculators that help you plan for your financial future, to a variety of articles that give you a better understanding of investing, we can help you manage your financial life.

Explore Resources