With 50 years of industry leadership and knowledge in delivering investment strategies, Lincoln Investment is a leading broker/dealer. As a full-service financial services firm, we empower our advisors to offer clients the investment and insurance products, as well as the service and support clients need to help achieve their long-term financial goals.
Our clients and services include:
• Individuals and families. Financial planning, wealth management, investment solutions, and asset management.
• Institutions and corporations. Retirement planning and asset management for private and public entities, including school districts and other not-for-profit institutions. .
Please stop by or call Carl at (636) 343-7005 x4130 or directly at (636) 717-3875 for information and details regarding any of these services.
Investment products are not FDIC/NCUA insured, have no credit union guarantee and may lose value.
Lincoln Investment is not affiliated with Alliance Credit Union.
Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Alliance Credit Union and the above firms are independent, and non-affiliated. This page has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
Securities and services are offered to residents of the states of Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Michigan, Mississippi, Missouri, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin; any offers herein are not being specifically directed to any persons in any state other than those states for which the Financial Representative is registered; and securities and services cannot be offered or sold until they are registered in the state and a final prospectus is delivered to investors in the state prior to any sales. Although most states acknowledge the disclaimer procedure it may not be universally accepted.