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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. Get started by finding the advisor who’s right for you.
Did you know our investor website provides secure, anytime-access to all of your important financial documents through eDelivery? Investors benefit from the convenience of storing documents securely online, simplifying recordkeeping and saving valuable time and space. Already a client? Click here to register.
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.
As a full-service financial services firm, we are dedicated to helping our investors achieve financial wellness through the experienced guidance of knowledgeable financial advisors and high-quality investment choices.
Our qualified financial professionals are ready to assist you in investment planning, insurance planning, estate planning, education planning, or 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.
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.
*Diversification does not guarantee a profit or protect against a loss
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.
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.
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.