From the very beginning, when we created our first financial plan as well as today, we adhere to Lincoln Financial Advisors philosophy of "Serve First, Last and Always"(sm). For the families we serve that means we serve them. NOT Wall Street! It means listening to understand, financial planning not products, continual education and innovative ideas. It means long-term relationships with the entire family in good times and bad. Through the years we have earned the respect of those we serve.
Today will be no different. The addition of our Family Legacy Building tools and systems will once again raise the industry to new heights. Until now, only the ultra wealthy with their own internal family office could afford to utilize tools and systems this impactful for the family. Our Family, Wealth and Legacy Collaboration and the legacy building tools we've integrated into it are a natural progression and easily implemented for families who want to make a difference.
We love a good, hot cup of coffee – and we love to hear stories. We would enjoy sitting down with you and listening to your story, learning about you, your family and your business, and see where we can help. There really are no strings attached. We can chat, have a cup of joe, and see what springs up.
So – let’s get together and share some ideas.
The easiest way to contact us is to click the “Get in Touch” link below, and fill out the form. We’re not going to spam you, and your information is 100% confidential – and always will be. If you’d like to call – it’s 585-350-7273.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Florida, Georgia, Indiana, Massachusetts, New Hampshire, New Jersey, New York, Tennessee, Texas, and Wisconsin
Insurance: California, Colorado, Florida, Indiana, Massachusetts, New Hampshire, New Jersey, Ohio, Tennessee, South Carolina, Vermont, and Wisconsin
California Insurance License #OH56023
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.