Our mission is to build relationships rich in integrity, professional knowledge, and personalized, attentive service which exceeds your expectations. This means you have a financial advisor who is dedicated to helping you through job changes, marriage, births, and through challenging times of loss and hardships.
In order for you to feel confident in your financial strategies and empowered to make decisions, accessibility is key. We are committed to provide:
Saving for retirement can be one of the biggest financial challenges you face. Our advisors help you evaluate your current plan(s) to see if they align with your goals and make recommendations to help optimize your savings.
We are committed to helping you plan for the expected and the unexpected with:
Our advisors also specialize in helping educators and school administrators with their unique retirement plan options, and how they can all work together for you.
Medicare and Medicaid planning services are not offered through, or supervised by, The Lincoln Investment companies.
The Lincoln Investment family of companies nor any of its representatives is affiliated with the New York State Teachers' Retirement System; and NYSTRS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.