Lincoln Investment Planning 1 Mansion Street, Coxsackie, NY 12051

Lincoln Investment Planning, located at 1 Mansion Street in Coxsackie, New York, is a leading finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing partnership with BNY Mellon’s Pershing and access to Pershing X’s Wove wealth management platform, our advisors have the tools and support they need to succeed in the competitive industry.

For educators and non-profit employees, we specialize in helping them add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience in 403(b) plans, we assist savers in becoming investors and ensuring financial well-being is achievable for all.

Our advisors create personalized strategies tailored to each client's specific needs, comfort levels, and financial goals. With over 4,000 employers already trusting our products and services, we are dedicated to providing the flexibility and freedom of choice for advisors to conduct business their way.

Visit us at Lincoln Investment, 601 Office Center Drive, Suite 300, Fort Washington, PA 19034, to learn more about our advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities are offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Please note that tax, legal, or Social Security claiming advice is not offered through or supervised by Lincoln Investment or Capital Analysts.